Alpha Dna Investment Management

Alpha DNA Investment Management LLC, based in Columbia, Maryland, has been providing investment advisory services since May 2017. The firm offers discretionary and non-discretionary portfolio management services for individuals, with a focus on equity securities, government securities, options contracts, money market funds, and derivatives. They manage client assets totaling $207,394,119 on a discretionary basis and $6,701,177 on a non-discretionary basis as of December 31, 2024. The annual fee for portfolio management services does not exceed 1.00% of managed assets and is billed quarterly in arrears. The firm may charge performance-based fees to clients with a net worth greater than $2,100,000 or managing at least $1,000,000. Alpha DNA utilizes a systematic quantitative research platform and proprietary machine learning algorithms to select stocks for client portfolios. The firm may engage in margin transactions, option writing, and trading strategies to optimize client investments. Clients have the option to grant discretionary authority over their accounts, allowing Alpha DNA to make investment decisions without prior approval. The firm follows a Code of Ethics to ensure compliance with laws and regulations and maintains transparency regarding client referrals and compensation. Clients' privacy and data security are prioritized, with strict policies in place to safeguard personal information. In case of trade errors, Alpha DNA will take corrective actions to restore accounts to their correct positions.