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Building 2ALPHASIMPLEX GROUP, LLC

Map pinBOSTON, MA
Phone617-475-7100
NotebookSEC #801-62448
Total AUM
$3.1B
Employees
33
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 STATE STREET
BOSTON
MA 02109
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
617-475-7100

ReceiptFinancials

Total AUM
$3.1B
Accounts
16
Discretionary
$3.1B
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
7
AUM
$1.4B
Pooled Vehicle Clients
5
AUM
$1.5B
Pension/Profit Sharing Plan Clients
1
AUM
$148.5M
Corporation or Business Clients
1
AUM
$243.9K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MODEL PORTFOLIOS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 23 other businesses.

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