{ "crd_number": 300529, "slug": "alpha-innovations-ltd-hamilton-300529", "primary_business_name": "ALPHA INNOVATIONS LTD.", "legal_name": "ALPHA INNOVATIONS LTD.", "dbas": [], "city": "Hamilton", "state": null, "country": "Bermuda", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-05-05", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-05-01", "carried_forward": false, "raum_total": 231513989.0, "raum_discretionary": 231513989.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 10, "advisory_employees": 8, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "pooled_investment_vehicles": { "raum": 31513989.0, "count": 4 }, "corporations_other_businesses": { "raum": 200000000.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://aigi.io", "https://alphainnovations.io", "https://linkedin.com/company/alphainnovations-io" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300529", "city_as_filed": "HAMILTON", "url": "https://advisorcensus.com/firm/alpha-innovations-ltd-hamilton-300529", "display_name": "Alpha Innovations Ltd.", "summary": "Alpha Innovations Ltd. is an SEC-registered investment advisory firm in Hamilton, Bermuda, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.", "citation": "AdvisorCensus. Alpha Innovations Ltd. (CRD 300529): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Alpha Innovations Ltd. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Alpha Innovations Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "How much does Alpha Innovations Ltd. charge?", "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Alpha Innovations Ltd. located?", "a": "Alpha Innovations Ltd.'s principal office is in Hamilton, Bermuda, according to its Form ADV." }, { "q": "Is Alpha Innovations Ltd. registered with the SEC or a state?", "a": "Alpha Innovations Ltd. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 300529." }, { "q": "How much does Alpha Innovations Ltd. manage?", "a": "Alpha Innovations Ltd. reports $231,513,989 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary)." }, { "q": "What types of clients does Alpha Innovations Ltd. serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)." }, { "q": "Which custodians does Alpha Innovations Ltd. use?", "a": "Alpha Innovations Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RJ O'Brien as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Alpha Innovations Ltd. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300529" }, { "q": "What changed in Alpha Innovations Ltd.'s recent Form ADV filings?", "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2021-07-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2022-07-03" }, { "period": "2023-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2023-06-26" }, { "period": "2024-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2024-05-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2025-05-29" }, { "period": "2026-10-01", "regulatory_assets_under_management": 231513989.0, "total_employees": 10, "filing_date": "2026-05-01" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 30, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "1% to 2% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "The Management Fee will generally accrue daily and be payable monthly in arrears, typically at an annual rate between 1% - 2% of the net asset value of each investor’s account." ] } ], "values": { "tiers": [], "range_pct": [ 1.0, 2.0 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The Management Fee will generally accrue daily and be payable monthly in arrears, typically at an annual rate between 1% - 2% of the net asset value of each investor’s account." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "RJ O'Brien", "name_as_filed": "RJ O'BRIEN", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/alpha-innovations-ltd-hamilton-300529.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 31513989.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 200000000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300529", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }