{
  "crd_number": 334827,
  "slug": "alphabit-investments-llc-forest-city-ia-334827",
  "primary_business_name": "ALPHABIT INVESTMENTS, LLC",
  "legal_name": "ALPHABIT INVESTMENTS, LLC",
  "dbas": [],
  "city": "Forest City",
  "state": "IA",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 7708704.0,
  "raum_discretionary": 7708704.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 7708704.0,
      "count": 1
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IA",
    "WI"
  ],
  "websites": [
    "https://alphabitinvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334827",
  "city_as_filed": "FOREST CITY",
  "url": "https://advisorcensus.com/firm/alphabit-investments-llc-forest-city-ia-334827",
  "display_name": "Alphabit Investments, LLC",
  "summary": "Alphabit Investments, LLC is an SEC-registered investment advisory firm in Forest City, IA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Alphabit Investments, LLC (CRD 334827): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Alphabit Investments, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alphabit Investments, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Alphabit Investments, LLC located?",
      "a": "Alphabit Investments, LLC's principal office is in Forest City, IA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Alphabit Investments, LLC registered with the SEC or a state?",
      "a": "Alphabit Investments, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334827."
    },
    {
      "q": "How much does Alphabit Investments, LLC manage?",
      "a": "Alphabit Investments, LLC reports $7,708,704 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Alphabit Investments, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Alphabit Investments, LLC: Total employees: 2 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alphabit Investments, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Alphabit Investments, LLC 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/334827"
    },
    {
      "q": "What changed in Alphabit Investments, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $6,617,442 to $7,708,704 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2025-03-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7708704.0,
      "total_employees": 5,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $6,617,442 to $7,708,704 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in WI."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Wausau, WI.",
        "No longer lists an office in Gilbert, AZ."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/alphabit-investments-llc-forest-city-ia-334827.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 7708704.0
    }
  ],
  "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/334827",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}