ALPHA WEALTH FUNDS, LLC
SEC RegisteredTHE BEST INFORMATION IS INSIDE INFORMATION
About the firm
THE INSIDERS FUND, LP is a long-short equity fund that invests in companies at or near prices that management has been willing to invest significant amounts of their own money in. The Fund is repeatedly named a best-performing long-short equity fund by BarclayHedge, a leading independent database vendor. It provides complete liquidity with no lock-ups, investing exclusively in Level 1 securities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A one-stop, diversified, all weather long-short equity fund offering complete liquidity with no lock-ups, investing exclusively in Level 1 securities, with a focus on tax efficiency and trading opportunities using proprietary software.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 197 | $28M |
| High Net Worth Individuals | 77 | $39M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 4 | $98M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 9, 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 WEALTH FUNDS, LLC 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.
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