ALPHA GROWTH MANAGEMENT LLC

C41
CRD 316760·SEC 801-126374·DELRAY BEACH, FL
AUM
$19.6M
<$25M
Est. Revenue
$196K
@ 1% on AUM
Est. EBITDA
$59K
@ 30% margin
Est. Deal Value
$470K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPHA GROWTH MANAGEMENT LLC
CRD
316760
SEC file #
801-126374
EIN
DBA names

Economics

AUM
$19.6M
AUM band
<$25M
AUM trajectory
'23'26
$4.8M → $19.6M▲ +310%
Client mix
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
5 advisors → 4 advisors▼ -20%
Primary office
DELRAY BEACH FL
Branches

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALPHA GROWTH PLC
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
3
Control Persons
ALPHA GROWTH PLC
Sahney, Gobind
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALGWPLC.COM
Rdap Domain Creation Date
2017-12-18T20:59:20Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Gandi SAS

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2254
Soi Zip Pct 200k Plus
0.0831
Soi Zip Returns 200k Plus
1,460
Soi Zip Total AGI
1,825,032
Fdic Zip Total Deposits
24,558,528,000
Fdic Zip Branch Count
355
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Delray Beach, FL
Sun Bank/South Florida, National AssociationPalm Beach County, FL
Fdic Zip HHI
771.94
Fdic Zip Top Bank Share Pct
18.78
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-18T20:59:20Z
Rdap Domain Last Changed
2025-12-14T18:23:22Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI67,909
Returns5,290
Stub 2
AGI150,260
Returns4,130
Stub 3
AGI162,032
Returns2,630
Soi Zip Total Business Income
50,293
Soi Zip Total Cap Gains
347,819
Soi Zip Total Dividends
89,855
Soi Zip Total Returns
17,570
Trust Company Affiliate
No