ALPhasimplex Group, LLC is a large advisory firm based in Cambridge. It manages $4.57 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Massachusetts.
ALPhasimplex Group provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of ALPhasimplex Group, LLC is $4.57 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2584% since the beginning of its operation, and $482.52 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay ALPhasimplex Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, and corporations or other businesses. The largest group of clients of John Thomas Hailer is investment companies with 7 clients and $3.67 billion of assets under management. Among the 5 most similar advisory firms, ALPhasimplex Group has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $4.37 billion for 16 clients. 24% of the firm’s clients are foreign persons or businesses.
ALPhasimplex Group also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 48 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
John Thomas Hailer has been acting as President since 1 Mar 2014. Jennifer Chamberlain Gooch joined the executive team most recently as the Director, Chief Financial Officer.
The principal office where ALPhasimplex Group, LLC performs its advisory services is located at 255 Main Street, Cambridge, MA 02142, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-475-7100 or by fax 617-588-1925. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at alphasimplex.com.