ASA MANAGED ACCOUNT MANAGERS LLC
SEC RegisteredHelping Clients with their Fixed Income Needs
About the firm
ASA (Alternative Strategy Advisers LLC) is a boutique fixed income money manager specializing in municipal bonds and private loans. ASA is a Registered Investment Advisor (RIA) on the Schwab Advisor™ Platform, creating and managing separate and customized fixed income portfolios that match clients' risk/return objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
ASA creates and manages separate and customized fixed income portfolios including customized money market portfolios, municipal bond portfolios, fixed income index replication, and private loan portfolios, delivered through separately managed accounts (SMAs).
Who they serve
Clients range from large, multi-billion dollar family offices and corporations to individual accredited investors with portfolios less than $500,000.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 198 | $630M |
| Pension/Profit Sharing Plans | 1 | $2.5M |
| State/Municipal Entities | 10 | — |
7 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASA MANAGED ACCOUNT MANAGERS 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.