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AI ALPHA LLC
CRD 334908File 801-134768
APPROVED
Filing as of Apr 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$200.0M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $200.0M
Clients
6
3 accounts
Employees
3
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 20, 2025
- Principal office
- 5030 CORPORATE EXCHANGE BLVD., SUITE 201, GRAND RAPIDS, MI, 49512
- Phone
- 616-600-2060
- Website
- https://www.my-aialpha.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $200.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $200.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 3
- Total accounts
- 3
- AUM per client
- $33.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| Other investment advisers | 5 | $200.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEES FOR PROVIDING MODEL PORTFOLIOS AND INVESTMENT SIGNALS
Advisory activities
- Other advisory activities
- Portfolio management for investment companies
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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1 | 3 | increased by2 |
| Apr 1, 2026 | Clients | 1 | 6 | increased by5 |
| Apr 1, 2026 | AUM | $0 | $200,000,000 | increased by$200,000,000 |
| Apr 1, 2026 | Accounts | 0 | 3 | increased by3 |
| Mar 1, 2026 | Employees | 3 | 1 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AI ALPHA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AI ALPHA” 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.