Alpha Zero LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated April 29, 2026, reports $270M in regulatory assets under management, 8 employees, 4 offices, and 456 accounts.
Assets Under Management
$270M
Employees
8
Offices
4 offices
Total Clients
422
Primary office
BOCA RATON, FL
2500 NORTH MILITARY TRAIL, SUITE 316, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
334
2
HNWI
20.6%
87
3
Pooled Investment Vehicles
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$270Mas of April 29, 2026
Discretionary94.8%
$256M
95% of total RAUM94.8%
Non-discretionary5.2%
$14M
5% of total RAUM5.2%
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$270M
Total Accounts456
10Y AUM Change+$270M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee53:1
10Y Employee Change+4 (+100.0%)
* 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.