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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 490 | 477 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.