RIA Intelligence

ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC

Legal name: ALPHA SOLUTIONS INVESTMENT ADVISORS

CRD #156541 SEC #801-124857 SOUTH SAN FRANCISCO, CA 415-882-7088
SEC Registered
Total AUM
$352.6M
Discretionary
$352.6M
Employees
5
Clients
0
Accounts
689

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Lai, Nathalie, BotrosIVP OF OPERATIONSNA Control
Lai, Nathalie, BotrosIVP OF OPERATIONSNA Control
Lai, Nathalie, BotrosIVP OF OPERATIONSNA Control
Lai, Nathalie, BotrosIVP OF OPERATIONSNA Control
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
MOSES, ROBERT, NORMANIDIRECTOR OF RESEARCHNA
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERE Control
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERE Control
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERE Control
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERE Control
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERE Control
LUI, JOHNICIO, MEMBERD Control
LUI, JOHNIPARTNERD Control
LUI, JOHNIPARTNERD Control
LUI, JOHNICIO, MEMBERD Control
LUI, JOHNICIO, MEMBERD Control
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERD Control
SAM, ANTHONY, TIPARTNER, CCOD Control
SAM, ANTHONY, TIPARTNER, CCOD Control
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERD Control
SAM, ANTHONY, TICEO, CCO, MANAGER, MEMBERD Control

Registrations

Federal

IA
Sep 11, 2025 REGISTERED

Notice Filings (8)

AZ CA NJ NY OH PA TX WA

Address

400 OYSTER POINT BLVD.
SUITE 407
SOUTH SAN FRANCISCO, CA 94080
United States
Phone: 415-882-7088