Alpha Strategies Investment Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alpha Strategies Investment Consulting serves institutional investors, family offices and select ultra‑high‑net‑worth individuals by providing investment consulting, manager selection, due diligence and discretionary investment management to private pooled vehicles. The firm also offers litigation support and expert‑witness services and advises prospective fund managers on strategy, fund setup and execution.
The firm applies a post‑modern portfolio theory framework that blends traditional and alternative asset classes, emphasizes thorough qualitative and quantitative due diligence, and uses manager blending and regular rebalancing to seek downside protection while capturing market exposures. Consulting engagements typically focus on asset allocation and manager selection for conservative, long‑term investors and may include customized reporting and tailored client restrictions.
Noteworthy aspects relative to many investment‑manager peers include that associated persons may act as registered representatives of unaffiliated broker‑dealers and receive placement fees or commissions when soliciting investments, and the firm routinely charges hourly or fixed fees for consulting and litigation support in addition to fund management arrangements. The brochure also discloses a typical account threshold of $25 million (subject to waiver) and reported no discretionary assets under management as of December 31, 2025, facts that prospective institutional or high‑net‑worth clients may weigh when assessing the firm’s scale and practices.
Client services
Expertise
Occupation focus
Fee options
Fixed consulting fees available based on estimated total hours
$100,000,000 - $250,000,000: 1.0% $250,000,001 - $500,000,000: 0.75% $500,000,001+: 0.50%
Sr. Consultant - $650/hour; Consultant - $500/hour; Analyst - $250/hour
Account minimum: $25,000,000 Fee-only: Investment Consulting Sr. Consultant - $650/hour; Consultant - $500/hour; Analyst - $250/hour; Litigation Support Sr. Consultant - $650/hour; Consultant - $500/hour; Analyst - $250/hour; Trial Preparation Sr. Consultant - $500/hour; Consultant - $350/hour; Analyst - $250/hour; Retainer Fee $4,000 (8 hours)
Main office
Ladera Ranch CA
Advisors at this office
1
Most active in
California
Also doing business as
Alpha Strategies Investment Consulting · Alpha Strategies Investment Consulting Inc. · Alpha Strategies Investment Management · Alpha Strategies Investment Marketing
Disclosures
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Business activities & affiliations
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Lawyer
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