Alpha Rush, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents20%
- Other20%
Contacts
1 of 1Orm Limpisvasti
Managing DirectorCRD 5217039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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