ALPhabet Management, LLC is a large advisory firm based in New York. It manages $3.31 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
ALPhabet Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of ALPhabet Management, LLC is $3.31 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2109% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay ALPhabet Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nelson Andrew Saiers has served as the Chief Investment Officer since 1 Mar 2011. Jon Miles Bartner joined the executive team most recently as the Chief Operating Officer.
The principal office where ALPhabet Management, LLC performs its advisory services is located at 2 Rector Street, New York, NY 10006, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-659-3874 or by fax 212-659-3909. The normal business hours are 9 a.m to 5 p.m. on Monday - Friday.