ALPHANEXT, LLC

Overview

Alphanext, LLC is a small SEC-registered investment adviser that provides discretionary portfolio management primarily to individuals, families and a limited number of institutional clients. The firm uses a percentage-of-AUM fee model and runs actively managed portfolios from a central custody relationship with Charles Schwab & Co., Inc. Alphanext was registered with the SEC in 2018 and is organized as a limited liability company under individual ownership. The adviser reports that it is not an active ESG investor and does not position itself as a pension consultant or capital allocator. Investment activity is concentrated in managed public-market strategies, with a preference for pooled public funds and mutual funds as the primary building blocks of client portfolios. The firm offers both individual/small business portfolio management and portfolio management for business or institutional accounts, and it operates predominantly on a discretionary basis, indicating portfolio decision authority rests with the firm for the majority of client assets.

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