A
Alpha Rush, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
40
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$500,000
About
Alpha Rush, LLC serves both institutional and individual clients, and its client mix specifically includes pension or profit‑sharing plans as well as both high‑net‑worth and non‑high‑net‑worth individuals. The firm offers custom managed portfolios and related investment products and does not participate in wrap fee programs.
The firm’s investment process combines macroeconomic, fundamental and technical analysis to construct actively managed portfolios that hold a broad range of securities. Alpha Rush typically exercises discretionary authority over client accounts, conducts periodic reviews when objectives change, and provides quarterly account reporting.
Distinctive aspects of the firm include its fee‑only structure and the use of percentage‑of‑assets under management fees to compensate the adviser, a fee arrangement that is uncommon among similar firms. Alpha Rush also does not act as a private fund adviser and maintains internal procedures to limit conflicts of interest while prioritizing client transactions.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
0.5% to 2% annually, pro-rated daily
Fee-only: Fee-only investment adviser charging annual fees as percentage of AUM
Main office location
Alpha Rush, LLC
3 E. Third Avenue, Ste. 200
San Mateo CA 94401, United States
Number of offices
1
Most active in
Alpha Rush, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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