Firm profile

AI ALPHA LLC

GRAND RAPIDS, MICRD 334908Latest ADV April 6, 2026

Ai Alpha LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated April 6, 2026, reports $200M in regulatory assets under management, 3 employees, 1 office, and 3 accounts.

Assets Under Management
$200M
Employees
3
Offices
1 office
Total Clients
6
Primary office
GRAND RAPIDS, MI
5030 CORPORATE EXCHANGE BLVD., SUITE 201, GRAND RAPIDS, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJade A. Rossback

Advisory services offered

2 types reported
Other advisory services
Portfolio management for investment companies

Fee models offered

1 types reported
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 83.3% of total clients.
Top client categories% of clientsClients
1
Other Advisers
83.3%
5
2
Investment Cos.
16.7%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$200Mas of April 6, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$200M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$200M
Total Accounts3
10Y AUM Change+$200M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee2:1
10Y Employee Change+1 (+50.0%)

* 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.