Investment adviser · CRD 319050
ALPHA ZERO LLC
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Sep 3, 2026
- Regulatory AUM
- $270M Form ADV · Item 5.F
- Client accounts
- 456 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 10 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 | 87 | $199,755,063 | 74.0% |
| Individuals | 334 | $58,518,248 | 21.7% |
| Pooled investment vehicles | 1 | $11,505,000 | 4.3% |
Filing source
Form ADV 2130760 · Sep 3, 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
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: Sep 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
2500 NORTH MILITARY TRAIL, SUITE 320BOCA RATON, FL, 33431, United States
CRD 319050
Filing source
Form ADV 2130760 · Sep 3, 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.