Investment adviser · CRD 285855
ALPHA QUANT ADVISORS, LLC
Investment adviser filing (IA)
IRVING, TX, United States · Form ADV filed Mar 26, 2020
- Regulatory AUM
- $100M Form ADV · Item 5.F
- Client accounts
- 138 Accounts, not individual clients
- Employees
- 10 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 | 21 | $33,531,832 | 33.5% |
| Other investment advisers | Fewer than 5 | $28,158,093 | 28.1% |
| Investment companies | 1 | $14,667,459 | 14.7% |
| Corporations & businesses | Fewer than 5 | $10,706,147 | 10.7% |
| Charities | Fewer than 5 | $9,920,424 | 9.9% |
| Retirement plans | Fewer than 5 | $1,998,196 | 2.0% |
| Individuals | Fewer than 5 | $1,122,437 | 1.1% |
Filing source
Form ADV 1374349 · Mar 26, 2020 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2020. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
220 EAST LAS COLINAS BOULEVARD, SUITE 1200IRVING, TX, 75039-5500, United States
CRD 285855
Filing source
Form ADV 1374349 · Mar 26, 2020 · 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.