ALPha Capital Funds Management, LLC (Atlanta)


ALPha Capital Funds Management, LLC is an investment adviser to an investment company based in Atlanta. It manages $12 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Georgia.

ALPha Capital Funds Management provides portfolio management for investment companies. 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 Capital Funds Management: assets under management

The assets under management (AUM) of ALPha Capital Funds Management, LLC is $12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay ALPha Capital Funds Management, LLC 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Bradley Huston Alford Managing member 1 Jul 2006 75% - 100% 4489604

Based in Atlanta

The principal office where ALPha Capital Funds Management, LLC performs its advisory services is located at 3060 Peachtree Road Nw, Atlanta, GA 30305, 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 404-604-2290 or by fax 404-604-2291. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at alphacapitalfunds.com.