Alphacopia

Overview

Alphacopia is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory services span financial planning and portfolio management across individual accounts, pooled investment vehicles, small businesses and institutions. Alphacopia also operates in capacities outside pure advisory work, holding registrations or roles tied to commodity pool/CTA activity and insurance brokerage. The firm uses a mix of fee structures — percentage of assets under management, fixed fees and performance-based fees — which aligns with its management of both discretionary accounts and at least one pooled vehicle. Alphacopia does not identify as an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives