ALPha Fund Management, Inc. (Locust Valley)

ALPha Fund Management, Inc. is an internet adviser based in Locust Valley. It manages $2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

ALPha Fund Management provides portfolio management for individuals and small businesses and 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.

ALPha Fund Management: assets under management

The assets under management (AUM) of ALPha Fund Management, Inc. is $2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay ALPha Fund Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at ALPha Fund Management, Inc.

Christopher Ramon Castroviejo has been acting as President since 1 Feb 2001. Keith Christopher Kammer joined the executive team most recently as the Director/Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Ramon Castroviejo	President/director	1 Feb 2001	50% - 75%	43199
Keith Christopher Kammer	Director/ceo	1 Feb 2001	50% - 75%	4357782

Based in Locust Valley

The principal office where ALPha Fund Management, Inc. performs its advisory services is located at 820 Chicken Valley Road, Locust Valley, NY 11560 0365 The mailing address of the firm is P.O. Box 365, Locust Valley, NY 11560 0365. An additional office of the firm is in Lilburn, GA. It doesn’t run an office outside of the United States.