PPrivate Fund Data Log in Join · $37/mo

Alpha Principle, LLC

CRD 317053SEC# 801-128123Englewood, CO
Export (members)
No longer SEC-registered. Alpha Principle, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$253.3M
Employees
6
Accounts
213
Location
Englewood, CO

Alpha Principle, LLC assets under management

Alpha Principle, LLC is an investment advisory firm registered with the SEC based in Englewood, CO. It reports $253.3 million in regulatory assets under management and employs 6 people.

Alpha Principle, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian Ernest Folkerts ControlExecutive Vice PresidentUnder 5%2022
Eric Thomas Koeplin ControlChief Executive Officer & Chief Investment OfficerOver 75%2022
Jared Bennett CalvertChief Compliance OfficerUnder 5%2023
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Alpha Principle, LLC manage?

Alpha Principle, LLC reports $253.3 million in regulatory assets under management on its Form ADV.

How many employees does Alpha Principle, LLC have?

Alpha Principle, LLC reports 6 employees.

Where is Alpha Principle, LLC located?

Alpha Principle, LLC is based in Englewood, CO.

Does Alpha Principle, LLC disclose fund performance?

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

Contact & registration

Address155 Inverness Dr W, Suite 210, Englewood, CO 80112-6831
Office hours7:30 a.m. - 5:30 p.m. Mst
Discloses disciplinary historyNo

Assets under management

Discretionary$107.6M
Non-discretionary$145.7M
Total (RAUM)$253.3M