The Alchemist Fund

RIASEC Registered
Total AUM
$31.2M
Discretionary
$31.2M
100% of AUM
Avg account
$520K
Accounts
60
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
172299
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI84.02%
  • Individuals15.98%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

The Alchemist Fund is an independent registered investment adviser organized as a limited liability company that provides portfolio management for individuals, families and small businesses. Its client base is primarily individual and family investors. The firm charges a typical percentage-of-assets fee and also implements performance-based fees on at least some mandates. It does not position itself as a multi-state adviser or as a capital allocator, and it is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Kingman Penniman

    Founder & ManagerCRD 6918065

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth