Alpha-Lab Asset Management Inc. offers investment advisory services, guiding clients on buying, selling, or investing in publicly traded equity securities. They manage investments for institutional mandates, private client accounts, sub-advised wrap accounts, and sub-advised fund management. Alpha-Lab's investment approach involves evaluating potential investments based on revenue growth, business model, management assessment, valuation, and risk management.
Assets Under Management$7.3M
Clients4
AdvisorsN/A
Avg. per Client$1.8M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Alpha-Lab's fees for managing investments depend on the specific investment strategy and the amount of assets managed. Here's a general overview of their standard institutional fees:
- Alpha-Lab Global, EAFE, ACWI ex US Strategy: 0.60%-0.75% annually for assets up to $100M, 0.60%-0.45% for assets between $100M and $500M, and 0.45%-0.35% for assets over $500M.
- Alpha-Lab EM Strategy: 0.80%-0.70% annually for assets up to $100M, 0.70%-0.60% for assets between $100M and $500M, and 0.60%-0.50% for assets over $500M.
- Alpha-Lab US Strategy: 0.80%-0.60% annually for assets up to $100M, 0.60%-0.50% for assets between $100M and $500M, and 0.50%-0.45% for assets over $500M.
- Alpha-Lab US smallcap Strategy: 0.80%-0.60% annually, regardless of asset size.
These fees are negotiable. Clients also pay trading costs and custodial fees to third parties.
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