Sign in Sign up for free

ALPhaparity, LLC (New York)


ALPhaparity, LLC is a large advisory firm based in New York. It manages $506.61 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.

Logo

ALPhaparity provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPhaparity: assets under management

The assets under management (AUM) of ALPhaparity, LLC is $506.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1505% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $506.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.33 million each.
ALPhaparity has custody of $68.27 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPhaparity, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lilypad Advisors Llc General parner 1 Nov 2012 Other 46-1640934
Howard Alan Kurz Managing member 1 Nov 2012 75% - 100% 5075087

Based in New York

The principal office where ALPhaparity, LLC performs its advisory services is located at 430 Park Avenue, New York, NY 10022 3528, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646 791 2600 or by fax 646 791 2610. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at alphaparity.com.


Registered investment advisers similar to ALPhaparity, LLC