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ALPha Dynamics LLC (Cambridge)


ALPha Dynamics LLC is an adviser based in Cambridge. It manages $855.4 thousand of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Massachusetts.

ALPha Dynamics provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPha Dynamics: assets under management

The assets under management (AUM) of ALPha Dynamics LLC is $855.4 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $855.4 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPha Dynamics LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cambridge

The principal office where ALPha Dynamics LLC performs its advisory services is located at One Main St, Cambridge, MA 02142 1500, 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 617-945-7690 or by fax 617-945-7689. The normal business hours are 9:00-5:00 on Monday - Friday.


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