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Building 2ALPHAONE INVESTMENT SERVICES, LLC

Map pinBERWYN, PA
Phone267-597-3888
NotebookSEC #801-69890
Total AUM
$273.5M
Employees
17
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 CHESTERBROOK. BLVD.
SUITE 100-A
BERWYN
PA 19312
United States
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
267-597-3888
Other Offices
3

ReceiptFinancials

Total AUM
$273.5M
Accounts
27
Discretionary
$273.5M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$4.5M
Investment Company Clients
2
AUM
$105.8M
Pooled Vehicle Clients
5
AUM
$75.6M
Pension/Profit Sharing Plan Clients
1
AUM
$11M
Charitable Organization Clients
5
AUM
$72.4M
Corporation or Business Clients
2
AUM
$4.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MAPA

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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