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- Custodian
- Fidelity/NFS · Interactive Brokers · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Capital capitalPeak foundation
- Established Date
- 10-25-2010
- Office Locations
- 1
Office Locations
About Aleph Investments, LLC
Aleph Investments is a fee-only, discretionary manager for upper middle-class individuals and small institutions (minimum $100k), running separate-account stock and bond portfolios that closely mirror the principal’s own holdings. The equity strategy holds ~30–40 stocks, is US-centric with selective non-US exposure via US/Canadian listings, and may use ETFs/closed-end funds. Fixed income is opportunistic with a purchasing-power preservation focus. Custody is at Interactive Brokers with client-controlled assets and quarterly commentary.
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Owner & Executives
DAVID JOSEPH MERKEL
Chief Compliance Officer, Director, PRINCIPAL
- CRD
- #5517052
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,304,243,088 | 52.2% |
| Public Funds | $1,258,063,755 | 28.5% |
| Cash | $851,951,947 | 19.3% |
| Total | $4,414,258,790 | 100.0% |