ALPHA CONCEPTS LLC
Firm details
- Headquarters
- JERICHO, New York
- CRD number
- 331431
- Fee structure
- Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alpha Concepts LLC is organized as a limited liability company and positions itself as a fee-driven advisory practice focused on portfolio management. The firm’s stated advisory activities cover portfolio management for individuals and small businesses as well as for businesses or institutional clients. Its operating profile indicates an owner-managed structure (owner type: individual) and a business model that is not flagged as a capital allocator or pension consultant. The firm reports a performance-based fee structure, which typically aligns with managers pursuing absolute-return or outcome-oriented mandates. Alpha Concepts LLC does not identify as an active ESG investor and is not registered as a multi-state adviser, suggesting a narrow regulatory footprint and a concentrated client or operating geography.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOSEPH KALINOWSKI
Managing MemberCRD 2644317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JERICHO, NY
NASSAU
Location
JERICHO, NY
Headquartered in JERICHO, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 390 N Broadway
- Time zone
- ET (UTC-5)
- Office locations
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