ALPhafixe Capital Inc. (Montreal, Quebec)
ALPhafixe Capital Inc. is a large advisory firm based in Montreal, Quebec. It manages $4.12 billion of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2017.
ALPhafixe Capital provides portfolio management for pooled investment vehicles 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 doesn't engage in other business activities.
ALPhafixe Capital: assets under management
The assets under management (AUM) of ALPhafixe Capital Inc. is $4.12 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and $4.12 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in sovereign bonds the most. They account for 50% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 23% of the firm’s portfolio. Investments in investment grade corporate bonds form 23% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay ALPhafixe Capital 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.
What kind of clients ALPhafixe Capital serves?
The firm provides services to insurance companies, charitable organizations, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of ALPhafixe Capital is pension and profit sharing plans with 25 clients and $2.17 billion of assets under management. Among the 9 most similar advisory firms, ALPhafixe Capital has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $4.12 billion for 74 clients. 100% of the firm’s clients are foreign persons or businesses.
ALPhafixe Capital doesn't advise any private funds.
Careers at ALPhafixe Capital Inc.
The company employs 18 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. No 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.
Direct owners and executive officers
Based in Montreal, Quebec
The principal office where ALPhafixe Capital Inc. performs its advisory services is located at 1800 Mcgill College Office 2420, Montreal, Quebec, H3 A 3 J6, 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 (514) 861-3493 or by fax (514) 861-4838. The normal business hours are 8:00 am. to 5:00 p.m on Monday - Friday. You can find more information about the New York firm at alphafixe.com and its LinkedIn profile.
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