AlphaTheta Capital provides investment advice on a discretionary basis to qualified institutional and individual accounts. The firm's goal is to achieve superior investment income using quantitative models and fundamental analysis. The firm invests in equities, bonds, options, REITs, MLPs, and ETFs. Accounts are diversified and monitored for risk.
Assets Under Management$3.7M
Clients13
Advisors1
Avg. per Client$280K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
AlphaTheta Capital offers two fee options for investment management:
- Asset-based fee only: 1.5% of your portfolio per year.
- Combined asset-based and performance fee: 1% of your portfolio per year, plus 10% of the net profits of the account.
Fees may be negotiable.
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