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 privately owned limited liability advisory firm that provides portfolio management services primarily to individuals, families and small businesses, with some institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management while maintaining a small non‑discretionary sleeve. It does not position itself as an ESG investor, is not structured as a multi‑state adviser, and does not act as a capital allocator or maintain related adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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