$61.0M Total AUM
$61.0M Disc. AUM
-- 3Y CAGR
3 Employees
164 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-20-2008
- Office Locations
- 1
Office Locations
75 Port City Lndg. Suite 110 Mt. Pleasant SC
About RED Triangle, LLC
Alphavest (Red Triangle, LLC) is a fiduciary, fee-only investment management platform delivering rules-based active portfolios primarily implemented with ETFs. It serves individual investors, high-net-worth families via the Alphavest 30Collective fractional family office offering, and advisors seeking outsourced portfolio management. Portfolios are managed through a web-based platform and can be custodied at Schwab.
Team overview
-- AVG AGE
$61.0M AVG AUM / ADVISOR
$372.0K AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
H
Helen Coker Cox
Chief Compliance Officer, PRINCIPAL
- CRD
- #2747518
- Ownership
- 75% or more
Available
Available
Available
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K
Kenson Marbut
--
- CRD
- #7805661
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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