This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.1 fund_share=0.9 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$195MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$90.0M

Private client RAUM

$19.2MderivedItem 5.D individuals plus high net worth individuals

Private client share

10%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$97.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

655

Individual clients

8

High net worth clients

11

Private funds

1Schedule D 7.B(1)

SEC number

801-119457

CIK

1842440

CRD

288198

Filings on the tape

26

First filed

Apr 7, 2017

Latest filed

Mar 19, 2026

Organised

Limited Liability Company, DE

Website

alphadnaim.com

• Occurred

  Apr 7, 2017
  First Form ADV filing

  Alpha Dna Investment Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:823114c2-3b14-5203-9e11-4f4beb7e19be

First observed

Apr 7, 2017

Last observed

Mar 19, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.