NEW AGE ALPHA

RIASEC RegisteredEst. 2019

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$66.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RYE, New York
CRD number: 299011
Registered since: June 14, 2019
Website: www.newagealpha.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies89.2%
Pooled Investment Vehicles10.17%
Corporations / Businesses0.4%
Other Investment Advisers0.2%
HNWI0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

New Age Alpha LLC is a hedge-fund–style adviser that launched its SEC-registered advisory business in 2019. The firm serves both high-net-worth individuals and family clients as well as institutional investors, charging a combination of asset-based fees and performance fees. It operates in commodity-focused advisory roles (listed among CPO/CTA activities) and provides portfolio management across a range of client types, including individuals/small businesses, pooled investment vehicles and institutional accounts. The firm also publishes periodicals or newsletters and plays sponsor/GP/managing-member roles for pooled vehicles it organizes. New Age Alpha is not identified as an active ESG investor and is not a multi-state or newly formed adviser. It manages at least one private pooled vehicle classified as a hedge fund and participates in the alternative manager ecosystem as both a sponsor and an operating manager.