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- Custodian
- Fidelity/NFS · JP Morgan · Morgan Stanley
- Clients
- Retail
- Platforms
- Beacon legacy
- Established Date
- 05-10-2021
- Office Locations
- 1
Office Locations
About Alpha
Alpha Investment Solutions is a New York-based RIA providing disciplined, actively managed portfolio management at a transparent cost for individuals and families. Portfolios are built around client goals—client-directed, advisor-recommended, or a blend—and are monitored and adjusted as markets shift. While U.S. equities have been a core allocation, the firm looks globally across listed equities, fixed income, commodities, and money markets, supporting multi-currency/multi-language service with a privacy focus and coordination with outside experts (legal, tax, estate) as needed.
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARCANTONIO MASSIMO ANTAMORO
Chief Compliance Officer, Managing Partner
- CRD
- #2197272
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,462,898 | $2,723,145 |
| Non-Discretionary | $0 | -- |
| Total | $54,462,898 | $2,723,145 |
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Separately Managed Accounts
Total SMA Asset: $54,462,898
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,560,006,271 | 30.4% |
| Equity - Exchange | $1,600,003,919 | 19.0% |
| Cash | $1,178,950,256 | 14.0% |
| U.S. Government/Agency | $2,517,900,904 | 29.9% |
| Corporate - Investment Grade | $564,211,909 | 6.7% |
| Total | $8,421,073,259 | 100.0% |