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ALPHA ZERO LLC
CRD 319050File 801-124738
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$269.8M
Below cohort median (national)
Discretionary AUM
$255.8M
Non-discretionary $14.0M
Clients
422
456 accounts
Employees
17
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 22, 2022
- Principal office
- 2500 NORTH MILITARY TRAIL, SUITE 316, BOCA RATON, FL, 33431
- Phone
- (561) 576-2599
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269.8M
- Discretionary AUM
- $255.8M
- Non-discretionary AUM
- $14.0M
- Discretionary accounts
- 423
- Non-discretionary accounts
- 33
- Total accounts
- 456
- AUM per client
- $639K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $199.8M |
| Pooled investment vehicles | 1 | $11.5M |
| Individuals (other than high net worth individuals) | 334 | $58.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 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.