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ALPHA-LAB ASSET MANAGEMENT INC.
CRD 327388File 801-128975
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.0M
Bottom 25% of cohort (national)
Discretionary AUM
$7.8M
Non-discretionary $188K
Clients
3
15 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 1, 2024
- Principal office
- Not reported
- Phone
- 514-548-3456
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.0M
- Discretionary AUM
- $7.8M
- Non-discretionary AUM
- $188K
- Discretionary accounts
- 14
- Non-discretionary accounts
- 1
- Total accounts
- 15
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $4.5M |
| Pooled investment vehicles | 1 | $2.9M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $486K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 | 4 | 3 |
| 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.