ALPha Titans LLC (Santa Barbara)

ALPha Titans provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPha Titans: assets under management

The assets under management (AUM) of ALPha Titans LLC is $16.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.43 million each.

ALPha Titans has custody of $16.3 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPha Titans LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Barbara

The principal office where ALPha Titans LLC performs its advisory services is located at 24 El Paseo Building, Santa Barbara, CA 93101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-879-1699 or by fax 805-568-5321. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.alphatitans.com.

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