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ALPHA SOLUTIONS INVESTMENT ADVISORS
Legal name: ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC
CRD 156541File 801-124857
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$466.3M
Above cohort median (national)
Discretionary AUM
$466.3M
Clients
477
751 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 29, 2022
- Principal office
- 400 OYSTER POINT BLVD., SUITE 407, SOUTH SAN FRANCISCO, CA, 94080
- Phone
- 415-882-7088
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $466.3M
- Discretionary AUM
- $466.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 751
- Non-discretionary accounts
- 0
- Total accounts
- 751
- AUM per client
- $978K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $28.6M |
| Charitable organizations | Fewer than 5 | $2.2M |
| High net worth individuals | 266 | $391.1M |
| Pooled investment vehicles | 1 | $953K |
| Pension and profit sharing plans | 12 | $4.1M |
| Individuals (other than high net worth individuals) | 175 | $35.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 490 | 477 | decreased by13 |
| Aug 12, 2026 | Clients | 446 | 490 | increased by44 |
| Aug 12, 2026 | AUM | $397,127,864 | $466,294,523 | increased by$69,166,659 |
| Aug 12, 2026 | Accounts | 633 | 751 | increased by118 |
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 401 | 446 | increased by45 |
| Apr 1, 2026 | AUM | $363,909,382 | $397,127,864 | increased by$33,218,482 |
| Apr 1, 2026 | Accounts | 600 | 633 | increased by33 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 361 | 401 | increased by40 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $261,468,246 | $363,909,382 | increased by$102,441,136 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 564 | 600 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 185 | 361 | increased by176 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $105,184,967 | $261,468,246 | increased by$156,283,279 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 314 | 564 | increased by250 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALPHA SOLUTIONS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPHA SOLUTIONS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.