Intelligent Alpha LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 332518
- Registered since
- August 23, 2024
- Website
- www.intelligentalpha.co
- 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 an institutional registered investment adviser organized as an LLC that focuses on serving institutional clients. The firm is SEC-registered (registered in 2024) and lists portfolio management for investment companies as a core advisory activity. Its fee arrangement combines a percentage-of-AUM charge with performance-based fees, consistent with managers who operate pooled vehicles or mandate-based strategies. The firm is not positioned as a capital allocator and is not identified as an active ESG investor. The snapshot also indicates the firm is affiliated with another adviser.
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
Location
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
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