Alpha Principle, LLC
CRD 317053SEC# 801-128123Englewood, CO
No longer SEC-registered. Alpha Principle, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$253.3M
Employees
6
Accounts
213
Location
Englewood, CO
Alpha Principle, LLC assets under management
Alpha Principle, LLC is an investment advisory firm registered with the SEC based in Englewood, CO. It reports $253.3 million in regulatory assets under management and employs 6 people.
Alpha Principle, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Ernest Folkerts Control | Executive Vice President | Under 5% | 2022 |
| Eric Thomas Koeplin Control | Chief Executive Officer & Chief Investment Officer | Over 75% | 2022 |
| Jared Bennett Calvert | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Alpha Principle, LLC manage?
Alpha Principle, LLC reports $253.3 million in regulatory assets under management on its Form ADV.
How many employees does Alpha Principle, LLC have?
Alpha Principle, LLC reports 6 employees.
Where is Alpha Principle, LLC located?
Alpha Principle, LLC is based in Englewood, CO.
Does Alpha Principle, LLC disclose fund performance?
Alpha Principle, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 Inverness Dr W, Suite 210, Englewood, CO 80112-6831 |
| Office hours | 7:30 a.m. - 5:30 p.m. Mst |
| Discloses disciplinary history | No |
Regulatory AUM
$253.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$253.3Mregulatory AUM
Discretionary $107.6MNon-discretionary $145.7M