INTELLIGENT ALPHA LLC
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 332518
- Registered since
- August 23, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies81.48%
- Pooled Investment Vehicles18.52%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Intelligent Alpha LLC is a limited liability company that registered with the SEC in 2024 and serves institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it operates with both percentage-of-AUM and performance-based fee schedules. Ownership is listed as a combination of a domestic entity and an individual, and the firm is identified as having a related adviser and an industry affiliation categorized as "Other Investment Adviser." Intelligent Alpha does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DOUGLAS CLINTON
Managing PartnerCRD 5511247
ANDREW MURPHY
Managing PartnerCRD 5174357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 21 N 3rd St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
WEALTHSPRING ADVISORS, LLC
RIAMINNEAPOLIS, MN
BOSSERT CAPITAL LLC
RIAMINNEAPOLIS, MN
MSM FINANCIAL, LLC
RIAMINNEAPOLIS, MN
CALHOUN FINANCIAL PLANNING AND MANAGEMENT
RIAMINNEAPOLIS, MN
NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
RIAMINNEAPOLIS, MN
NORTHERN PACIFIC GROUP, L.P.
RIAMINNEAPOLIS, MN