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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-11-2014
- Office Locations
- 1
Office Locations
About THE Alchemist Fund
The Alchemist Fund manages focused, long-term equity portfolios in separately managed accounts with full transparency and access. The strategy targets high-quality businesses at attractive prices and can invest opportunistically across geographies and asset classes while avoiding leverage, shorting, complex derivatives, and hard-to-price securities. The principal invests family capital alongside clients and covers trading costs; accounts are custodied at Interactive Brokers.
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Kingman Dyar Penniman Jr
Investment Advisor
- CRD
- #6918065
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,183,095 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,183,095 | -- |
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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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