ALPHA ZERO LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $269.8M |
| Discretionary | $255.8M95% of AUM |
| Non-Discretionary | $14.0M |
| Client Accounts | 456 |
| Avg Account Size | $592K |
| Employees | 17 |
| Peak AUM | $269.8MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $270M | +47.2% | +20.6% | — | |
| Discretionary AUM | $256M | ||||
Key Metrics
| Total AUM | $269.8M |
| Discretionary | $255.8M |
| Employees | 17 |
| Client Accounts | 456 |
| Client Range | 51-100 |
Contact & Location
Address
2500 NORTH MILITARY TRAIL
BOCA RATON FL 33431
Phone
(561) 576-2599
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$256M
94.8% of AUM
Non-Discretionary
$14M
5.2% of AUM
Disc. mix ▼ 5.2pp 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
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm