Digital Alpha Advisors, LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$184M
Accounts
13
Employees
13
Advisory reps
3

Firm details

Headquarters
Henderson, Nevada
CRD number
286351
Registered since
July 29, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Digital Alpha Advisors, LLC is structured as an LLC and operates as a private equity fund manager and sponsor. The firm is registered with the SEC (registration year 2019) and concentrates on portfolio management for pooled investment vehicles on behalf of institutional clients. Its business model includes acting as sponsor, general partner, or managing member of pooled private equity vehicles rather than functioning as a traditional capital allocator. The firm charges a combination of asset-based fees and performance-based fees. It is not flagged as an active ESG investor and is not identified as a multi-state adviser or pension consultant. Ownership is recorded as a domestic entity and individual mix.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Andrew Alcon

    Chief Financial OfficerCRD 6046026

Contacts

2 of 2
  • Karl Meyer

    Karl Meyer

    PartnerCRD 8029224

  • Rick Shrotri

    Founder & Managing PartnerCRD 3106161

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Henderson, NV

Clark

Location

Henderson, NV

Headquartered in Henderson, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
Clark
Address
3535 Executive Terminal Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth