Amplified Alpha
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amplified Alpha provides discretionary investment management primarily to individual clients and also operates a private pooled investment vehicle. The firm offers managed accounts that are tailored to each client’s investment policy statement and occasionally circulates market commentary or newsletters to clients.
The firm’s investment approach centers on an actively traded quantitative model that emphasizes leverage, market timing, and active risk management, implemented through leveraged exchange-traded products, derivatives, and options. Client assets are invested according to individual suitability assessments, and the same model may be made available to managed accounts when consistent with a client’s risk tolerance and time horizon.
What distinguishes Amplified Alpha from many peers is its combination of advising a private pooled fund with performance-based compensation arrangements (limited to qualified investors), the explicit use of derivatives and leveraged instruments inside both the fund and client accounts, and the firm’s occasional publication of market periodicals. The adviser is newly formed with a small asset base and principals who maintain outside professional roles, disclosures the firm notes and manages through its compliance practices.
Client services
Expertise
Occupation focus
Fee options
$0+: 1% management fee if client does not participate in the model $0+: 2% management fee if client participates in the actively traded model
40% performance fee on profits over a benchmark for the fund (no management fee charged to the fund)
Account minimum: $250,000 minimum to invest in the fund; no minimum account size requirement for managed accounts Minimum fee: $2,500 annually minimum fee for new managed account clients; $5,000 minimum if client desires participation in the actively traded model (may be waived or reduced)
Main office
6905 Echo Bluff Dr
Dallas TX 75248
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Amplified Alpha · Amplified Alpha Capital Management LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Fund sponsor
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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