Data / Investment advisers / Michigan / AI Alpha LLC
AI Alpha LLC, Grand Rapids, MI: $200 million AUM, SEC registered investment adviser
AI Alpha LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $200 million in regulatory assets under management in its Form ADV filed April 6, 2026. Its clients include other investment advisers and investment companies. It is paid through other fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 334908
- SEC file number
- 801-134768
- SEC status
- Approved, effective November 20, 2025
- Main office
- 5030 Corporate Exchange Blvd. Suite 201, Grand Rapids, MI 49512
- Phone
- (616) 600-2060
- Website
- my-aialpha.com
- Regulatory AUM
- $200,000,000 in the Form ADV filed April 6, 2026
- Non discretionary AUM
- $200,000,000
- Accounts
- 3
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 5 | $200 million |
| Investment companies | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $200 million | March 24, 2026 |
| December 1, 2025 | Not listed | October 16, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blue Water Asset Management | Grand Rapids | $428.5 million | Not listed | adviserinfo.sec.gov |
| Auxo Investment Partners, LLC | Grand Rapids | $412 million | 12 | adviserinfo.sec.gov |
| Bemanaged | Grand Rapids | $410 million | Not listed | adviserinfo.sec.gov |
| DS Investment Advisors | Grand Rapids | $386.1 million | Not listed | adviserinfo.sec.gov |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | Not listed | adviserinfo.sec.gov |
| Schwallier Wealth Management | Grand Rapids | $197 million | Not listed | adviserinfo.sec.gov |
| Advisory Advocates LLC | Grand Rapids | $158.6 million | Not listed | adviserinfo.sec.gov |
| Brooktree Capital Management Inc. | Grand Rapids | $138.9 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving investment companies
- AI Alpha LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.