Data / Investment advisers / Maryland / Alpha Dna Investment Management
Alpha Dna Investment Management, Columbia, MD: $195 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alpha Dna Investment Management is an SEC registered investment adviser with its main office in Columbia, Maryland and reports $195 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include other investment advisers, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Alpha Dna Investment Management (CRD number 288198): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 288198
- SEC file number
- 801-119457
- SEC status
- Approved, effective September 14, 2020
- Legal name
- Alpha Dna Investment Management LLC
- Main office
- 8860 Columbia 100 Parkway Suite 301, Columbia, MD 21045
- Phone
- (443) 288-6444
- Website
- alphadnaim.com
- Regulatory AUM
- $194,698,387 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $90,006,545
- Non discretionary AUM
- $104,691,842
- Accounts
- 655
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $4,670,934
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 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 | 7 | $121.2 million |
| Pooled investment vehicles | 2 | $54.3 million |
| High net worth individuals | 11 | $17 million |
| Individuals (other than high net worth individuals) | 8 | $2.3 million |
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 | $194.7 million | March 19, 2026 |
| December 1, 2025 | $214.1 million | March 7, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capital Squared Financial LLC | Rockville | $198.7 million | Not listed | adviserinfo.sec.gov |
| Calvert Impact Advisory Services, LLC | Bethesda | $197.8 million | Not listed | adviserinfo.sec.gov |
| Bireme Capital, LLC | Rockville | $196.9 million | 1 | adviserinfo.sec.gov |
| Hillman Capital Management Inc | Bethesda | $195.9 million | Not listed | adviserinfo.sec.gov |
| Atcap Partners, LLC | Rockville | $195.5 million | Not listed | adviserinfo.sec.gov |
| PSG Credit GP, LLC | Columbia | $190.9 million | Not listed | adviserinfo.sec.gov |
| Blueprint Wealth Management Inc. | Ellicott City | $190 million | Not listed | adviserinfo.sec.gov |
| Calvert Wealth Management, Inc. | Dunkirk | $189.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Alpha Dna Investment Management on the SEC's adviser search
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.