ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
DBA: ALPHA SOLUTIONS INVESTMENT ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $397.1M |
| Discretionary | $397.1M100% of AUM |
| Client Accounts | 633 |
| Avg Account Size | $627K |
| Employees | 6 |
| Peak AUM | $397.1MMar 2026 |
| AUM CAGR | +39.4% /yrover 4 yrs · 11 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $397M | +51.9% | +53.3% | +39.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $397.1M |
| Discretionary | $397.1M |
| Employees | 6 |
| Client Accounts | 633 |
| Client Range | 1-10 |
Contact & Location
Address
400 OYSTER POINT BLVD.
SOUTH SAN FRANCISCO CA 94080
Phone
415-882-7088
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$397M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported