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Alpha Fiduciary, Inc.

● SEC registered since 2007CRD 144720SEC# 801-68218Scottsdale, AZ
Export (members)
Ranks #5,438 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$109.1M
Fund GAV
$28.2M
Private funds
13
Employees
4
Accounts
260
Location
Scottsdale, AZ

Alpha Fiduciary, Inc. assets under management

Alpha Fiduciary, Inc. is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2007. It reports $109.1 million in regulatory assets under management and employs 4 people. Alpha Fiduciary, Inc. manages 13 private funds with combined gross assets of $28.2 million, including Aquilo Partners LLC. By regulatory assets, it ranks 5,438 of 5,911 private fund managers.

Alpha Fiduciary, Inc. private funds

13 funds · $28.2M GAV
FundTypeGross assetsMin.
Aquilo Partners LLCOther Private$4.6M$100K
Zambezi Partners LLCOther Private$3.9M$250K
Big T PartnersOther Private$3.2M$250K
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Alpha Fiduciary, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Arthur Todd Doglione ControlManaging Member & PresidentOver 75%2006
Walter Alan Gilmore ControlCcoUnder 5%2020

Frequently asked questions

How much does Alpha Fiduciary, Inc. manage?

Alpha Fiduciary, Inc. reports $109.1 million in regulatory assets under management on its Form ADV.

How many private funds does Alpha Fiduciary, Inc. manage?

Alpha Fiduciary, Inc. manages 13 private funds with combined gross assets of $28.2 million.

How many employees does Alpha Fiduciary, Inc. have?

Alpha Fiduciary, Inc. reports 4 employees.

Where is Alpha Fiduciary, Inc. located?

Alpha Fiduciary, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2007.

Does Alpha Fiduciary, Inc. disclose fund performance?

Alpha Fiduciary, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20645 N. Pima Road, Suite N-225, Scottsdale, AZ 85255
Phone480-505-4033
Fax480-505-4034
Office hours7:30a.m. To 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1610792
Discloses disciplinary historyYes

Assets under management

Discretionary$108.7M
Non-discretionary$425K
Total (RAUM)$109.1M

Service providers