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Alpha Analytics Investment Group LLC

● SEC registered since 2018CRD 109844SEC# 801-113041Los Angeles, CA
Export (members)
Reg. AUM
$253.4M
Employees
2
Accounts
187
Location
Los Angeles, CA

Alpha Analytics Investment Group LLC assets under management

Alpha Analytics Investment Group LLC is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2018. It reports $253.4 million in regulatory assets under management and employs 2 people.

Alpha Analytics Investment Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Jack Patrick McNally ControlVice President, Finance, Chief Compliance OfficerUnder 5%1998
Robert Edgar Gipson ControlPresident, Manager, Chief Executive OfficerOver 75%1998

Frequently asked questions

How much does Alpha Analytics Investment Group LLC manage?

Alpha Analytics Investment Group LLC reports $253.4 million in regulatory assets under management on its Form ADV.

How many employees does Alpha Analytics Investment Group LLC have?

Alpha Analytics Investment Group LLC reports 2 employees.

Where is Alpha Analytics Investment Group LLC located?

Alpha Analytics Investment Group LLC is based in Los Angeles, CA and has been SEC-registered since 2018.

Does Alpha Analytics Investment Group LLC disclose fund performance?

Alpha Analytics Investment Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1901 Avenue of the Stars, Suite 1100, Los Angeles, CA 90067
Phone310-556-0389
Office hours9:00a.m. To 5:30p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$253.4M▲ 8%
Mar '25 — $234.7MApr '25 — $234.7MMay '25 — $234.7MJun '25 — $234.7MJul '25 — $234.7MAug '25 — $234.7MSep '25 — $234.7MOct '25 — $234.7MNov '25 — $234.7MDec '25 — $234.7MJan '26 — $234.7MFeb '26 — $234.7MMar '26 — $253.4MApr '26 — $253.4MMay '26 — $253.4MJun '26 — $253.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$253.4Mregulatory AUM
Discretionary $76.1MNon-discretionary $177.3M