The AI ALPHA is a privately held investment adviser that advises $200mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AI ALPHA is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 1.38 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5030 CORPORATE EXCHANGE BLVD. SUITE 201, GRAND RAPIDS, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 50% over the last 1-years.
Their $200mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 5 other accounts. Assets of Other Investment Advisers clients own $200mn or 100% of Total Assets and Investment Companies (IC) own $0 or 0% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Other Investment Advisers and Investment Companies (IC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees.
AI ALPHA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.