ALPHAONE INVESTMENT SERVICES, LLC
CRD #149146 SEC #801-69890 BERWYN, PA 267-597-3888
SEC Registered Private Funds
Total AUM
$273.5M
Discretionary
$273.5M
Employees
17
Clients
--
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $273.5M | $273.5M | $0 | 17 | 0 |
| Mar 2018 | $397.4M | $397.4M | $0 | 17 | 0 |
| Jul 2017 | $402M | $402M | $0 | 14 | 11 |
| May 2017 | $381.8M | $381.8M | $0 | 10 | 11 |
| Mar 2017 | $381.8M | $381.8M | $0 | 10 | 11 |
| Mar 2016 | $327.9M | $327.9M | $0 | 13 | 11 |
| Dec 2015 | $316.1M | $316.1M | $0 | 13 | 11 |
| Mar 2015 | $316.1M | $316.1M | $0 | 13 | 11 |
| Feb 2015 | $491.6M | $491.6M | $0 | 16 | 11 |
| Mar 2014 | $491.6M | $491.6M | $0 | 16 | 11 |
| Oct 2013 | $635.3M | $635.3M | $0 | 23 | 11 |
| Sep 2013 | $635.3M | $635.3M | $0 | 23 | 11 |
| Jul 2013 | $635.3M | $635.3M | $0 | 23 | 11 |
| Apr 2013 | $635.3M | $635.3M | $0 | 23 | 11 |
| Apr 2013 | $635.3M | $635.3M | $0 | 23 | 11 |
| Jan 2013 | $503.7M | $503.7M | $0 | 22 | 11 |
| May 2012 | $503.7M | $503.7M | $0 | 11 | 11 |
| Mar 2012 | $503.7M | $503.7M | $0 | 11 | 11 |
| Dec 2011 | $372.2M | $372.2M | $0 | 11 | 11 |
| Jun 2011 | $372.2M | $372.2M | $0 | -- | -- |
| Apr 2011 | $372.2M | $372.2M | $0 | -- | -- |
DateMar 2019
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$397.4M
Discretionary$397.4M
Non-Disc.$0
Employees17
Clients0
DateJul 2017
Total AUM$402M
Discretionary$402M
Non-Disc.$0
Employees14
Clients11
DateMay 2017
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees10
Clients11
DateMar 2017
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees10
Clients11
DateMar 2016
Total AUM$327.9M
Discretionary$327.9M
Non-Disc.$0
Employees13
Clients11
DateDec 2015
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees13
Clients11
DateMar 2015
Total AUM$316.1M
Discretionary$316.1M
Non-Disc.$0
Employees13
Clients11
DateFeb 2015
Total AUM$491.6M
Discretionary$491.6M
Non-Disc.$0
Employees16
Clients11
DateMar 2014
Total AUM$491.6M
Discretionary$491.6M
Non-Disc.$0
Employees16
Clients11
DateOct 2013
Total AUM$635.3M
Discretionary$635.3M
Non-Disc.$0
Employees23
Clients11
DateSep 2013
Total AUM$635.3M
Discretionary$635.3M
Non-Disc.$0
Employees23
Clients11
DateJul 2013
Total AUM$635.3M
Discretionary$635.3M
Non-Disc.$0
Employees23
Clients11
DateApr 2013
Total AUM$635.3M
Discretionary$635.3M
Non-Disc.$0
Employees23
Clients11
DateApr 2013
Total AUM$635.3M
Discretionary$635.3M
Non-Disc.$0
Employees23
Clients11
DateJan 2013
Total AUM$503.7M
Discretionary$503.7M
Non-Disc.$0
Employees22
Clients11
DateMay 2012
Total AUM$503.7M
Discretionary$503.7M
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$503.7M
Discretionary$503.7M
Non-Disc.$0
Employees11
Clients11
DateDec 2011
Total AUM$372.2M
Discretionary$372.2M
Non-Disc.$0
Employees11
Clients11
DateJun 2011
Total AUM$372.2M
Discretionary$372.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$372.2M
Discretionary$372.2M
Non-Disc.$0
Employees--
Clients--