DOMANI ADVISORS
AMERICAN ALPHA ADVISORS, LLC Legal Name
Adviser information for DOMANI ADVISORS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 218 | $251.5M |
Non-Discretionary | 0 | $0 |
Total | 218 | $251.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 14 | $3.2M |
HNW Individuals | 33 | $230.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $5.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 9 | $12.2M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 5 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUMREPORTING AND MONITORING SERVICES |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 251.5M |
Portfolio Manager to Program | Sponsor |
---|---|
AMERICAN ALPHA ADVISORS LLC | DOMANI ADVISORS |
Identifiers
SEC RIA File Number | 801-114799 |
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SEC ERA File Number | 801-114799 |
SEC CIK Numbers | None |
SEC CRD Numbers | 291796 |
Legal Entity Identifier | None |
Principal Office
10 WEST 33RD STREETSUITE 802
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 6:00PM - OFFICE VISITS BY APPOINTMENT ONLY
Tel: 917-810-5530, Fax: 917-924-8245
Websites
Chief Compliance Officer
SAM HADDAD
MANAGING MEMBER & CEO
10 WEST 33RD STREET
SUITE 802
NEW YORK
NY
United States
Tel:
917-810-5530
Fax:
917-924-8245
S**@*****************M
(Full email address available in API data)
Regulatory Contact
RICKY TAWIL
ASSOCIATE & COO
10 WEST 33RD STREET
SUITE 802
NEW YORK
NY
United States
Tel:
917-810-5532
Fax:
917-924-8245
R****@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HADDAD, SAM, NMN | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CEO | 08/2018 | > 75% |
Tawil, Ricky, NMN | Individual | – | MEMBER, COO | 01/2021 | 10-25% |