ALPHA DNA INVESTMENT MANAGEMENT
SEC RegisteredAlternative data and A.I. is the DNA of smarter portfolios.
About the firm
A team of experienced investment professionals and seasoned data scientists built an investment platform powered by alternative data and artificial intelligence. The platform generates revenue and EPS growth forecasts and uses those forecasts to build portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Alternative data and artificial intelligence power a proprietary research platform that generates revenue and EPS growth forecasts and builds portfolios.
Who they serve
Primarily financial institutions and registered investment advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $2.3M |
| High Net Worth Individuals | 11 | $17M |
| Pension/Profit Sharing Plans | 2 | $54M |
| Insurance Companies | 7 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHA DNA INVESTMENT MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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