ALPHAEDGE INVESTMENT MANAGEMENT, INC.
Adviser information for ALPHAEDGE INVESTMENT MANAGEMENT, INC. last updated from Form ADV on March 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Idaho, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127774 |
|---|---|
| SEC ERA File Number | 801-127774 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323303 |
| Legal Entity Identifier | None |
Principal Office
707 E UNITED HERITAGE CTMERIDIAN
ID
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: 208-493-6134, Fax: 208-493-6234
Websites
Chief Compliance Officer
DEAN SANDROS
PRESIDENT
707 E UNITED HERITAGE CT
MERIDIAN
ID
United States
Tel:
208-493-6134
Fax:
208-493-6134
D*******@************M
(Full email address available in API data)
Industry Affiliates
| SUBLIMITY INSURANCE COMPANY | Insurance company or agency |
| UNITED HERITAGE LIFE INSURANCE COMPANY | Insurance company or agency |
| UNITED HERITAGE PROPERTY & CASUALTY COMPANY | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| UNITED HERITAGE FINANCIAL GROUP | Domestic Entity | – | MUTUAL HOLDING COMPANY | 08/2022 | > 75% |
| SANDROS, DEAN, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER/PRESIDENT | 01/2023 | < 5% |
| UNITED HERITAGE MUTUAL HOLDING COMPANY | Domestic Entity | UNITED HERITAGE FINANCIAL GROUP | MUTUAL COMPANY | 08/2001 | > 75% |