ALPha4 X Asset Management LLC is a mid-sized advisory firm based in New York. It manages $67.2 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013.
ALPha4 X Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of ALPha4 X Asset Management LLC is $67.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay ALPha4 X Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Manuel Enrique Mejia Aoun has served as the Chief Investment Officer since 1 Apr 2013. Jimmy Castro joined the executive team most recently as the Chief Operating Officer.
The principal office where ALPha4 X Asset Management LLC performs its advisory services is located at 1040 Avenue Of The Americas, 15 Th Floor, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-271-1900 or by fax 646-370-1400. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at alpha4x.com/.