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Alternative Investment Group (Services) LP (Southport)


Alternative Investment Group (Services) LP is a large advisory firm based in Southport. It manages $888.6 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.




Alternative Investment Group (Services) provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alternative Investment Group (Services): assets under management

The assets under management (AUM) of Alternative Investment Group (Services) LP is $888.6 million. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $675.74 million in discretionary accounts and $212.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.25 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $212.86 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alternative Investment Group (Services) LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Stewart H Greenfield General partner 1 Nov 1996 Other 2676365
Constance Greenfield General partner 1 Nov 1996 Other 4379959
Joanna Zahava Greenfield Limited partner 1 Nov 1996 25% - 50% 4379961
Matthew Adlai Greenfield Limited partner 1 Nov 1996 25% - 50% 1609717

Based in Southport

The principal office where Alternative Investment Group (Services) LP performs its advisory services is located at 2960 Post Road, Southport, CT 06890, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-256-9326 or by fax 203-255-3718. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday.


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