MINNEAPOLIS, MNCRD 332518Latest ADV March 11, 2026
Intelligent Alpha LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 11, 2026, reports $27M in regulatory assets under management, 1 employee, 2 offices, and 2 accounts.
Assets Under Management
$27M
Employees
1
Offices
2 offices
Total Clients
<5
Primary office
MINNEAPOLIS, MN
21 N. THIRD STREET, #250, MINNEAPOLIS, MN, United States
Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
1
2
Pooled Investment Vehicles
50.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27Mas of March 11, 2026
Discretionary100.0%
$27M
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$27M
Total Accounts2
10Y AUM Change+$27M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee2:1
10Y Employee Change0 (0.0%)
* 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.