ALPHA CONCEPTS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JOSEPH KALINOWSKI

    Managing MemberCRD 2644317

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth