Alpha Rush, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,600,000
Clients
30
Advisors
1
of 1 employees
About
Alpha Rush, LLC is a small independent registered investment adviser that provides portfolio management services, including custom managed portfolios, to individuals and corporations. The firm operates on a fee-only, percentage-of-assets-under-management basis and does not participate in wrap fee programs.
Its investment process is proprietary and combines macroeconomic, fundamental and technical analysis to actively manage portfolios across a broad range of securities, including individual stocks and ETFs. Alpha Rush generally has discretionary authority to select investments, conducts periodic account reviews with quarterly reporting, and relies on qualified custodians to hold client assets rather than taking custody itself.
Compared with many peers, the firm serves corporate accounts and is positioned to support plan-type relationships (such as pension or profit-sharing arrangements), a client type that is less common among small independent advisers. The brochure also discloses operational details that may be noteworthy to prospective clients — including trade aggregation practices, a written Code of Ethics, and an explicit policy not to accept proxy voting authority.
Client services
Expertise
Fee options
$0+: 0.5% +: up to 2.0%
Fee-only: Annual fee only, percentage of AUM from 0.5% to 2.0%
Main office
3 E. 3rd Avenue, #200
San Mateo CA 94401
Advisors at this office
1
Most active in
California
Also doing business as
Alpha Rush, LLC · Limpisvasti, Orm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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