A complete list of active advisors currently associated with The Alchemist Fund

Warmer can help you find a great advisor at The Alchemist Fund or one who fits your needs even better.

The Alchemist Fund is a registered investment adviser that manages discretionary, separately managed accounts for individuals and families, including both taxable and tax‑deferred accounts. The firm provides portfolio management and handles trading and client reporting through a qualified custodian, and does not participate in wrap fee programs. The advisor employs a bottom‑up, fundamental, value‑oriented investment process and typically constructs a focused portfolio of core positions that reflect assessed intrinsic value. The Fund invests primarily in domestic equities but retains flexibility to pursue opportunities across sectors and asset classes — including foreign equities, high‑yield and distressed securities — while generally avoiding leverage, short positions, and complex derivatives and at times holding meaningful cash balances. Notably, the firm offers performance‑based fee arrangements for qualified investors — including structures that use hurdle rates and high‑water marks — a feature that is uncommon among independent peers. The principal invests personal capital alongside clients and allocates same‑day trades across accounts to address potential allocation and conflict‑of‑interest issues while managing both performance‑fee and standard accounts under a single stated investment strategy.

To learn more about the advisors currently working at The Alchemist Fund, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.