Alphanext, LLC

AlphaNext, LLC is a registered investment adviser based in Los Angeles, California, established in 2018. The firm specializes in providing a wide array of investment advisory services to individuals and various types of clients. As a fiduciary, AlphaNext, LLC is committed to acting in the best interest of clients. The firm offers asset management services tailored to individual needs, including the creation of portfolios consisting of various securities. Clients have the option to place reasonable restrictions on their investments. AlphaNext, LLC manages $63,374,948 on a discretionary basis and $669,052 on a non-discretionary basis as of December 31, 2024. For compensation, the firm charges fees based on a percentage of assets under management, with a maximum annual fee of 1.00%. Fees are billed quarterly in arrears and are negotiable. Clients may incur transaction fees separate from advisory fees. AlphaNext, LLC recommends the use of Schwab as a custodian and broker, providing access to a broad range of investment products and services. The firm does not receive soft dollars in excess of what is allowed by regulations. Clients have the option to grant investment discretion to the firm, allowing AlphaNext, LLC to execute transactions on their behalf. The firm does not accept proxy authority to vote client securities. The management team includes Robert Kahn, Managing Director, and Brenda Gonzalez Calderon, Vice President & Chief Operating Officer. As a fiduciary, AlphaNext, LLC prioritizes client interests and maintains high ethical standards in its operations.