AlphaCopia
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,191,514
Clients
35
Advisors
2
of 2 employees
About
Alphacopia works with individual investors (including high-net-worth and non‑HNW clients), as well as banks, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, wealth planning, investment consulting, business‑consulting engagements, and sub‑advisory services to other registered advisers.
The firm follows a tactical allocation strategy using both fundamental and technical analysis across long‑ and short‑term positions, options, and futures, and may hold interests in partnerships and real estate investments. Alphacopia manages separately managed accounts and pooled vehicles, and it may use derivatives within those accounts as part of its risk‑management and return‑seeking activities.
Several features distinguish Alphacopia from many peers: it operates as an exempt commodity pool operator and private fund adviser and manages a hedge‑fund style pooled vehicle for qualified investors, and it charges performance‑based fees for qualifying accounts. The firm also provides negotiated sub‑advisory services to other advisers and discloses relationships that include a portfolio manager role at another registered adviser and an associated insurance‑producer activity, which it monitors for potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Business consulting fees negotiated per project; Wealth planning flat fees ranging from $500 to $25,000.
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.75% Over $6,000,000+: 0.50%
Insurance product commissions may be received by a licensed insurance producer associated with the firm.
Performance fee equal to 50% of net returns in excess of S&P 500 for qualified clients meeting specific financial criteria.
Account minimum: $100,000
Main office
Annandale MN
Advisors at this office
2
Most active in
Minnesota
Also doing business as
Alphacopia · Alphacopia Investments · Alphacopia Investments LLC · Alphacopia Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Advisors at this firm
Aslam M
Series 65
Annandale, MN
AlphaCopia
Aslam Mukhtiar is a Series 65-licensed financial advisor at Alphacopia with four years of industry experience. He has previously worked at U.S. Bank for eight years before joining Alphacopia Investments LLC, where he has been since 2021. Alphacopia serves individual investors, banks, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, wealth planning, and investment consulting. The firm employs a tactical allocation strategy utilizing fundamental and technical analysis across various instruments and manages both separately managed accounts and pooled vehicles, including hedge-fund style investments.
Bryan P
Series 65
Annandale, MN
AlphaCopia
Bryan Pattee is a financial advisor with AlphaCopia, holding a Series 65 designation and four years of industry experience. His prior work includes roles at US Bank and Siol Wealth Advisors, LLC. Bryan is currently associated with Alphacopia Investments LLC, where he has been involved since 2021. AlphaCopia serves individual investors, banks, trusts, estates, charitable organizations, and other business entities, offering discretionary portfolio management, wealth planning, investment consulting, and sub-advisory services. The firm employs a tactical allocation strategy, incorporating fundamental and technical analysis across various instruments, including options and futures, and manages both separately managed accounts and pooled vehicles.
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