Investment adviser · CRD 144720
ALPHA FIDUCIARY
Investment adviser filing (IA)
ALPHA FIDUCIARY, INC.
PHOENIX, AZ, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $114M Form ADV · Item 5.F
- Client accounts
- 220 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $62,330,217 | 54.7% |
| Investment companies | 1 | $21,126,009 | 18.5% |
| Pooled investment vehicles | 13 | $20,695,221 | 18.2% |
| Individuals | 57 | $9,840,661 | 8.6% |
Filing source
Form ADV 2130046 · Sep 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
19 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
AQUILO PARTNERS LLCOther Private Fund · Last reported Sep 1, 2026$4.59MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WIPFLI
PCAOB 344
Fund details & source
- Fund ID
- 805-2237375892
- Reported beneficial owners
- 44
- Minimum commitment
- $100K
- Form D file number
- 021-94986
Form ADV 2130046 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZAMBEZI PARTNERS LLCOther Private Fund · Last reported Sep 1, 2026$3.47MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WIPFLI
PCAOB 344
Fund details & source
- Fund ID
- 805-3975341036
- Reported beneficial owners
- 29
- Minimum commitment
- $250K
- Form D file number
- 021-117299
Form ADV 2130046 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BIG T PARTNERSOther Private Fund · Last reported Sep 1, 2026$3.09MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WIPFLI
PCAOB 344
Fund details & source
- Fund ID
- 805-3555377968
- Reported beneficial owners
- 35
- Minimum commitment
- $250K
- Form D file number
- 021-120358
Form ADV 2130046 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LCM NATURAL GAS INVESTMENT PARTNERS LLCOther Private Fund · Last reported Sep 1, 2026$2.46MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WIPFLI
PCAOB 344
Fund details & source
- Fund ID
- 805-2507010184
- Reported beneficial owners
- 23
- Minimum commitment
- $100K
- Form D file number
- 021-126298
Form ADV 2130046 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GLOBAL WATER OPPORTUNITIES LLCOther Private Fund · Last reported Sep 1, 2026$2.37MGross asset value
Form D fundraising filings
Global Water Opportunities Fund LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WIPFLI
PCAOB 344
Fund details & source
- Fund ID
- 805-6420880999
- Reported beneficial owners
- 9
- Minimum commitment
- $250K
- Form D file number
- 021-153768
Form ADV 2130046 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SOUTHERN HEMISPHERE PARTNERS LLCOther Private Fund · Last reported Sep 1, 2026$1.51MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WIPFLI
PCAOB 344
Fund details & source
- Fund ID
- 805-7024794054
- Reported beneficial owners
- 30
- Minimum commitment
- $250K
- Form D file number
- 021-105888
Form ADV 2130046 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PONTIFEX PARTNERS LLCOther Private Fund · Last reported Sep 1, 2026$799KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WIPFLI
PCAOB 344
Fund details & source
- Fund ID
- 805-4746066288
- Reported beneficial owners
- 45
- Minimum commitment
- $100K
- Form D file number
- 021-78268
Form ADV 2130046 · Sep 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6910 E. CHAUNCEY LANE, SUITE 205PHOENIX, AZ, 85054, United States
CRD 144720
Filing source
Form ADV 2130046 · Sep 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.