Alpha Dna Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, MD. Its latest Form ADV filing, dated March 19, 2026, reports $195M in regulatory assets under management, 4 employees, 1 office, and 655 accounts.
Assets Under Management
$195M
Employees
4
Offices
1 office
Total Clients
28
Primary office
COLUMBIA, MD
8860 COLUMBIA 100 PARKWAY, SUITE 301, COLUMBIA, MD, United States
Top client segmentHNWI represent 39.3% of total clients.
Top client categories% of clientsClients
1
HNWI
39.3%
11
2
Individuals
28.6%
8
3
Other Advisers
25.0%
7
4
Pooled Investment Vehicles
7.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of March 19, 2026
Discretionary46.2%
$90M
46% of total RAUM46.2%
Non-discretionary53.8%
$105M
54% of total RAUM53.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$195M
Total Accounts655
10Y AUM Change+$195M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee7:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.