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Martin H
Series 63, Series 65
Lawrence, NY
Alphatheta Capital LLC
Martin Herzberg is the sole advisor at Alphatheta Capital LLC, an independent investment advisory firm based in Lawrence, NY. He holds Series 63 and Series 65 licenses and has been managing portfolios at Alphatheta Capital since 2010. Alphatheta Capital LLC provides discretionary portfolio management to a small number of clients, including individual investors and institutional accounts such as funds of funds, family offices, pension plans, and foundations. The firm’s investment approach emphasizes income generation through a combination of quantitative models and fundamental analysis, employing strategies such as covered call writing, option spreads, and the use of ETFs and REITs.
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