SourcingSourcing

ALPHA RIA LLC

B59
CRD 313285·SEC 801-121176·NEW YORK, NY
AUM
$54.5M
$25M-$100M
Est. Revenue
$545K
@ 1% on AUM
Est. EBITDA
$163K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPHA RIA LLC
CRD
313285
SEC file #
801-121176
EIN
—
DBA names
Alpha

Economics

AUM
$54.5M
AUM band
$25M-$100M
AUM trajectory
'22'26
$31.1M → $54.5M▲ +75%
Client mix
Individuals High Net Worth20

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2025
ADV-W filed at
—
Website
instagram.com/alphainvestmentsolutions(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANTAMORO, MARCANTONIO, MASSIMO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ANTAMORO, MARCANTONIO, MASSIMO
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:alpharia.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Morgan Stanley3
Jpmorgan2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2197272
Trust Company Affiliate
No

People (1)

1
ANTAMORO, MARCANTONIO, MASSIMO
IAR · Direct Owner · 87.5%
2197272