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Focused Alpha, LLC

● SEC registered since 2021CRD 310591SEC# 801-121367Denver, CO
Export (members)
Reg. AUM
$561.9M
Employees
9
Accounts
1,481
Location
Denver, CO

Focused Alpha, LLC assets under management

Focused Alpha, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2021. It reports $561.9 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/goldinwealthmanagementView on SEC.gov ↗

Focused Alpha, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel I Barotz ControlManaging MemberOver 75%2020
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Focused Alpha, LLC manage?

Focused Alpha, LLC reports $561.9 million in regulatory assets under management on its Form ADV.

How many employees does Focused Alpha, LLC have?

Focused Alpha, LLC reports 9 employees.

Where is Focused Alpha, LLC located?

Focused Alpha, LLC is based in Denver, CO and has been SEC-registered since 2021.

Does Focused Alpha, LLC disclose fund performance?

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

Contact & registration

Address1401 Lawrence Street, Suite 1600, Denver, CO 80202
Phone303-529-5100
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$548.9M
Non-discretionary$13M
Total (RAUM)$561.9M