New Age Alpha is an SEC registered investment adviser organized as a limited liability company with a primary office location in RYE, NY. Its latest Form ADV filing, dated February 18, 2026, reports $2.5B in regulatory assets under management, 42 employees, and 38 accounts.
Assets Under Management
$2.5B
Employees
42
Offices
--
Total Clients
23
Primary office
RYE, NY
555 THEODORE FREMD AVENUE, SUITE A-101, RYE, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 73.9% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
73.9%
17
2
HNWI
8.7%
2
3
Pooled Investment Vehicles
8.7%
2
4
Other Advisers
4.3%
1
5
Corporations
4.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of February 18, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.5B
Total Accounts38
10Y AUM Change+$2.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee1:1
10Y Employee Change+39 (+1300.0%)
* 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.