ALPha Quant Advisors, LLC is a large advisory firm based in Irving. It manages $96.61 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Florida and Texas.
ALPha Quant Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and model portfolio provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as custom index licensor.
The assets under management (AUM) of ALPha Quant Advisors, LLC is $96.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% 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 ALPha Quant Advisors, 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.
The firm provides services to investment companies and high net worth individuals. The largest group of clients of ALPha Quant Advisors is high net worth individuals with 13 clients and $30.13 million of assets under management. Among the 8 most similar advisory firms, ALPha Quant Advisors has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $42.66 million for 14 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.
ALPha Quant Advisors doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
The principal office where ALPha Quant Advisors, LLC performs its advisory services is located at 220 East Las Colinas Boulevard, Irving, TX 75039 5500, which is also the mailing address of the firm. An additional office of the firm is in West Palm Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817 391-6105 or by fax 214 292-8852. The normal business hours are 8:15 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at alphaquantadvisors.com.