Adviser Profile

As of Date 03/01/2026
Registration status Registration Changed to ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC
ADV Location PLANO, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 1,370,000,000
of that, discretionary 0
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 685,000,000
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 2B 1B 1B 709M 354M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary