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 an SEC-registered investment adviser organized as an LLC and first registered in 2019. The firm positions itself as a private equity manager serving institutional clients and provides portfolio management for pooled investment vehicles. It also acts in sponsor and general partner capacities and serves as a managing member of pooled vehicles rather than functioning as a traditional capital allocator. Fee arrangements include a percentage-of-assets component along with performance-based fees. The firm is not identified as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ANDREW ALCON

    Chief Financial OfficerCRD 6046026

Contacts

2 of 2
  • 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

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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