$8.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Horizon momentumMatrix
- Established Date
- 01-30-2012
- Office Locations
- 1
Office Locations
2901 W. Coast Highway Suite 200 Newport Beach CA
About Alternity Investment Advisors
Alternity Investment Advisors is a Newport Beach-based RIA. The firm has been operating for 14 years. Managing $8.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$323.7K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Beacon Focus bridge Fusion Timber delta
Client Personas
Unison matrix North
Custodian
Atlas Alpha Focus Beacon
Investment Themes
Wave matrix Frontier Summit
Investment Vehicles
Delta
Platform
Atlas
Services
Meridian optima Horizon momentum Harbor Value Pathway catalyst Focus quantum Vector
Technology
Catalyst focus Pioneer
Owner & Executives
A
AJAY KHATRI
MANAGING DIRECTOR, Managing Member, Principal
- CRD
- #4965872
- Ownership
- 75% or more
(329) 396-9977
eagle.foundation@pioneercapital.com
in linkedin.com/in/harbor-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
A
AVINASH MIRCHANDANI
Vice President
- CRD
- #6441914
(511) 566-7357
glacier.legacy@catalystcapital.com
in linkedin.com/in/vector-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,093,016 | -- |
| Total | $8,093,016 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,093,016
Equity - Exchange:
8.8% Corporate - Investment Grade:
9.3% Municipal Bonds:
20.9% Equity - OTC:
22.4% Cash:
15.9% Sovereign Bonds:
10.1% U.S. Government/Agency:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $658,245,926 | 8.8% |
| Corporate - Investment Grade | $695,646,263 | 9.3% |
| Municipal Bonds | $1,563,334,075 | 20.9% |
| Equity - OTC | $1,675,535,086 | 22.4% |
| Cash | $1,189,330,708 | 15.9% |
| Sovereign Bonds | $755,486,802 | 10.1% |
| U.S. Government/Agency | $942,488,486 | 12.6% |
| Total | $7,480,067,346 | 100.0% |