A
CRD: 307413
Alpha Rising Advisors LLC
Newport Coast, CA
9496339646
$26.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2020
- Office Locations
- 1
Office Locations
-- Newport Coast CA
About Alpha Rising Advisors LLC
Alpha Rising Advisors LLC is a Newport Coast-based RIA. The firm has been operating for 5 years. Managing $26.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$26.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Insight vertex Peak Fusion ember Catalyst Catalyst
Investment Themes
Harbor Peak radial Glacier
Investment Vehicles
Insight
Services
Bridge unison Ridge Insight Horizon Pathway
Owner & Executives
D
Denise Pauline Carcel
Chief Compliance Officer, Managing Member
- CRD
- #839430
- Ownership
- 75% or more
(893) 274-8919
foundation.vector@beaconcapital.com
in linkedin.com/in/frontier-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,000,000 | -- |
| Total | $26,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,000,000
Equity - Exchange:
28.3% Corporate - Investment Grade:
29.0% Public Funds:
5.6% Other:
28.4% Cash:
8.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,532,222,181 | 28.3% |
| Corporate - Investment Grade | $1,570,121,669 | 29.0% |
| Public Funds | $303,195,909 | 5.6% |
| Other | $1,537,636,393 | 28.4% |
| Cash | $471,036,500 | 8.7% |
| Total | $5,414,212,652 | 100.0% |