ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
Available Loaders
Identifiers
| Authority | Identifier | Display | As Of | Confidence |
|---|---|---|---|---|
| adv_crd | 156541 | 156541 | — | 1.0 |
| sec_file_number | 801-124857 | 801-124857 | — | — |
Profile
Aliases:
- ALPHA SOLUTIONS INVESTMENT ADVISORS adv_part1
ADV Metrics
Assets & Accounts
- RAUM (total)261,468,246.0
- RAUM (discretionary)261,468,246.0
- Actionable assets215,493,962.0
- Accounts564.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,573,911.0
- HNW AUM194,719,012.0
People
| Name | Title | Role | Evidence | |
|---|---|---|---|---|
| Lai, Nathalie, Botros | VP OF OPERATIONS | OFFICER | — | {"filing_id": "2016446", "owner_id": "8040034", "source": "adv_part1", "table": "Schedule_A_B"} |
| SAM, ANTHONY, T | CEO, CCO, MANAGER, MEMBER | OFFICER | — | {"filing_id": "2016446", "owner_id": "5891496", "source": "adv_part1", "table": "Schedule_A_B"} |
| MOSES, ROBERT, NORMAN | DIRECTOR OF RESEARCH | EMPLOYEE | — | {"filing_id": "2016446", "owner_id": "1870775", "source": "adv_part1", "table": "Schedule_A_B"} |
Outbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No outbound affiliations. | |||
Inbound Affiliations
| Relation | Organization | Last Updated | Evidence |
|---|---|---|---|
| No inbound affiliations. | |||
Evidence
adv_part1
-
data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv
{ "date_submitted": "09/16/2025 07:25:54 PM", "filing_id": "2016446", "reg_type": "IA" }