ALPHAMONT FUNDS

ALPHAMONT FUNDS is an SEC-registered investment adviser (CRD 285495). Regulatory assets under management: $37.5M.

Registration

• CRD: 285495
• Type: Registered investment adviser
• Phone: 615-383-4125
• Latest filing: 2025-12-23
• Regulatory AUM: $37.5M
• Discretionary AUM: $37.5M
• Clients: 2
• Accounts: 45

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285495 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search