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- Custodian
- Alpaca · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2021
- Office Locations
- 1
Office Locations
About Alphaai Capital Management
AlphaAI Capital Management offers an app-based, AI-driven discretionary portfolio management service that dynamically adjusts exposure as market conditions change. Strategies are customized to investor risk, volatility, and drawdown preferences and implemented in a systematic, rules-based risk management framework. The firm’s portfolios are primarily ETF-based and accessible via transparent subscription pricing ($4/month plus 0.5% of assets/year), with Interactive Brokers listed as a custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD LIU SUN
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #6211635
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,217,537 | $25,451 |
| Non-Discretionary | $0 | -- |
| Total | $5,217,537 | $25,451 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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