Alphaengine Global Investment Solutions Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 143002
· SEC file 801-137147
· Plano, TX
· WWW.ALPHAENGINE.NET
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
AUM over time
$0
$2.6B
Mar 26, 2012
Jul 23, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $1.6B (65% of AUM) Mar 2020
- Northern Trust $1.4B (100% of AUM) Feb 2025
- U.S. Bank $700M (38% of AUM) Mar 2021
- Fifth Third Bank $700M (27% of AUM) Mar 2023
- Comerica Bank Trust National Association $450M (17% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗