Alt Alpha Capital is a registered investment advisor based in Scottsdale, Arizona, founded and solely owned by Keith Bolognese. Alt Alpha Capital offers discretionary portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon, utilizing model portfolios and open-architecture platforms. The firm is legally required to act in your best interest. In addition to traditional wealth management, Alt Alpha Capital operates as the general partner for a private hedge fund, Alt Alpha Fund I, LP, which is open to accredited investors and focuses on trading public equities. The wealth management services charge a fee based on a percentage of the value of your portfolio using a tiered schedule, while assets invested in the private fund are subject to a separate fee structure including a management fee and a performance fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.35% |
| $100.0M - $250.0M | 0.30% |
| $250M+ | 0.25% |
Fees are negotiable at the sole discretion of the advisor based on asset value, service complexity, and administration required.