# Intelligent Alpha LLC

> Intelligent Alpha LLC is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 332518
- Filed as: INTELLIGENT ALPHA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minneapolis, MN
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332518
- AdvisorCensus page: https://advisorcensus.com/firm/intelligent-alpha-llc-minneapolis-mn-332518

## Quick answers

**How is Intelligent Alpha LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intelligent Alpha LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Intelligent Alpha LLC located?**
Intelligent Alpha LLC's principal office is in Minneapolis, MN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Intelligent Alpha LLC registered with the SEC or a state?**
Intelligent Alpha LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332518.

**How much does Intelligent Alpha LLC manage?**
Intelligent Alpha LLC reports $27,000,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Intelligent Alpha LLC's assets and staff changed since 2024?**
In the Form ADV data for Intelligent Alpha LLC: Regulatory assets under management: $0 in the October 2024 data and $27,000,000 in the October 2026 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intelligent Alpha LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Intelligent Alpha LLC report any disciplinary disclosures?**
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/332518

**What changed in Intelligent Alpha LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $17,180,000 to $25,000,000 (+46%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $27,000,000
- Discretionary: $27,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $22,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $5,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Newtown, PA

### Websites listed on Form ADV (Item 1.I)
- intelligentalpha.co
- LinkedIn @intelligent-alphas
- X @iafunds

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | July 25, 2024 |
| October 2025 | $17,180,000 | 1 | March 31, 2025 |
| October 2026 | $27,000,000 | 1 | March 11, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $27,000,000 in the October 2026 data.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $17,180,000 to $25,000,000 (+46%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelligent Alpha LLC (CRD 332518): Form ADV filing data as of October 2026.