ALPhaclone, Inc. is an internet adviser based in San Francisco. It manages $4.9 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
ALPhaclone provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as index licensing.
The assets under management (AUM) of ALPhaclone, Inc. is $4.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay ALPhaclone, Inc. for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Mazin Salih Jadallah is high net worth individuals with 12 clients and $3.7 million of assets under management. Among the 5 most similar advisory firms, ALPhaclone has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $3.7 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
ALPhaclone doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mazin Salih Jadallah has been acting as President since 1 Nov 2009. Jeffrey Pritchard Parker joined the executive team most recently as the Shareholder.
The principal office where ALPhaclone, Inc. performs its advisory services is located at 2000 Broadway St, San Francisco, CA 94123, 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 415-967-2532 or by fax 415-963-4332. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at alphaclonefunds.com.