Alphaplus Investment Management LLC

Overview

Alphaplus Investment Management LLC is a small, owner-operated RIA structured as a limited liability company that focuses on portfolio management for individual clients and small businesses. The firm’s advisory profile is equity-centric: filings show a clear preference for exchange-traded equities and a performance-fee arrangement, indicating active management with a results-driven compensation model. Alphaplus is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor. The client base is concentrated and private-client oriented, with services tailored to individuals and families rather than institutional mandates. Given the combination of performance-based fees and a narrow asset base, the firm likely runs compact, actively managed accounts where manager discretion and measurable outperformance are central to the value proposition.

Assets & Accounts

Public Holdings

Location & Offices