Alphasfuture LLC

RIASEC Registered
Total AUM
$8.6M
Discretionary
$8.6M
100% of AUM
Avg account
$357K
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
299787
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.7%
  • Individuals4.97%
  • Charitable Organizations4.33%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Alphasfuture LLC is a small, client-focused investment adviser that provides discretionary portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. Its stated investment preference is equities, with a clear tilt toward exchange-traded securities as the primary vehicle for implementing client strategies. Fee arrangements include both a percentage of assets under management and fixed-fee engagements, which fits a practice serving smaller, high-touch relationships rather than institutional mandates. The firm does not identify as an ESG investor and is not positioned as a multi-state or pension consultant adviser. Advisory activity centers on direct portfolio management rather than capital allocation or broad institutional consulting. Alphasfuture maintains a single custodial relationship and appears to run fully discretionary accounts, indicating the team executes on model or client-specific mandates rather than limiting itself to purely advisory recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Geetu Sharma

    Geetu Sharma

    Co Founder and Chief Investment OfficerCRD 7050884

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth