Intelligent Alpha Llc
- Regulatory AUM
- $27.0M
- Discretionary
- $27.0M
- Clients
- 2
- Avg AUM / client
- $13.5M
- Accounts
- 2
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $22.0M | 81.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $5.0M | 18.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas J Clinton | Chief Executive Officer | Feb 2017 (10y) | 50% – 75% | |
| Joseph Conroy Robillard | Managing Partner | Feb 2017 (10y) | ≈ 6.25% – 25% via Deepwater Asset Management, Llc | |
| Munster, Charles, Eugene | Managing Partner | Feb 2017 (10y) | ≈ 6.25% – 25% via Deepwater Asset Management, Llc | |
| Murphy, Andrew, Hutchins | Chief Compliance Officer | Feb 2017 (10y) | ≈ 6.25% – 25% via Deepwater Asset Management, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Deepwater Asset Management, Llc | Shareholder | Apr 2024 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Conroy Robillard: 25% – 50% of Deepwater Asset Management, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Munster, Charles, Eugene: 25% – 50% of Deepwater Asset Management, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Murphy, Andrew, Hutchins: 25% – 50% of Deepwater Asset Management, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
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
Services
- • Portfolio management for investment companies
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗