AdvizorPro
Alphasfuture LLC

Alphasfuture LLC. CRD 299787

Alphasfuture LLC logo

CRD: 299787

Alphasfuture LLC

$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
02-06-2019
Office Locations
1

Office Locations

-- Edina MN

About Alphasfuture LLC

AlphasFuture is an Edina, MN investment adviser providing personalized investment advice and portfolio management for retail and institutional investors. Its flagship ImpactAlpha portfolio focuses on U.S. equities, targeting long-term, risk-aware growth. The firm maps each holding across expected return, volatility, and liquidity to clarify exposures, and its CIO has shared market outlooks on outlets including Bloomberg and Reuters.

Team overview

-- AVG AGE
$8.6M AVG AUM / ADVISOR
$389.6K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Services

Available

Owner & Executives

G

Geetu NMN Sharma

Chief Investment Officer, Founder, Managing Member

CRD
#7050884
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,571,536 --
Non-Discretionary $0 --
Total $8,571,536 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

Continue browsing

View all advisor firms in Minnesota

Start a free trial and
prospect smarter