Alpha Rush, LLC

RIASEC Registered
Total AUM
$20.7M
Discretionary
$18.6M
90% of AUM
Avg account
$481K
Accounts
43
Employees
1
Advisory reps
1

Firm details

Headquarters
San Mateo, California
CRD number
156068
Fee structure
Percentage of AUM
Client types
  • HNWI44.93%
  • Individuals44.93%
  • Pension & Profit Sharing Plans10.14%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Alpha Rush, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s practice centers on portfolio management for individuals and small businesses, and it serves both individual/family and institutional clients. Compensation is based on a percentage of assets under management. Alpha Rush does not market itself as an ESG-focused manager, is not a multistate adviser, and does not act as a capital allocator or pension consultant.

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

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 20%, Other 20%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents20%
  • Other20%

Contacts

1 of 1
  • Orm Limpisvasti

    Managing DirectorCRD 5217039

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Mateo, CA

San Mateo

Location

San Mateo, CA

Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
3 E 3rd Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth