ALPHAONE INVESTMENT SERVICES, LLC
ALPHAONE INVESTMENT SERVICES, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 149146). Regulatory assets under management: $273.5M.
Registration
- CRD: 149146
- SEC file number: 801-69890
- Type: Registered investment adviser
- Location: 1000 CHESTERBROOK. BLVD., SUITE 100-A, BERWYN, PA, 19312
- Phone: 267-597-3888
- Latest filing: 2019-03-31
- Regulatory AUM: $273.5M
- Discretionary AUM: $273.5M
- Clients: 17
- Accounts: 27
Officers, owners & control persons (5)
| Name | Role | Location |
|---|
| HONDROS PAUL JAMES | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| CROSSETT KEVIN STEPHEN | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| HOLLAND GERALD JAMES | CHIEF FINANCIAL OFFICER AND CHIEF ADMINISTRATIVE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| LEE-CROSSETT KEVIN STEPHEN | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| OHARA DONALD IRVING | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
Private funds (2)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| ALPHAONE SATORI MASTER FUND LTD. | Hedge Fund | — | 3 | $92.5M | $500K |
| ALPHAONE GLOBAL INNOVATIONS MASTER FUND, LTD. | Hedge Fund | — | 3 | $10.8M | $250K |
Fund service providers (2)
- administrator: SEI GLOBAL SERVICES, INC
- administrator: SEI GLOBAL SERVICES, INC.
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