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ALPHA FIDUCIARY, INC., CRD 144720
PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ARTHUR TODD DOGLIONE | n/a | PHOENIX, AZ | 19 | 38 | 5 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AQUILO PARTNERS LLC | Other Private Fund | $4.6M | Mar 29, 2024 | 44 | Mar 29, 2012 | reported | 021-94986 |
| ZAMBEZI PARTNERS LLC | Other Private Fund | $3.9M | Mar 29, 2024 | 28 | Mar 29, 2012 | reported | 021-117299 |
| BIG T PARTNERS | Other Private Fund | $3.9M | Mar 29, 2024 | 34 | Mar 29, 2012 | reported | 021-120358 |
| TRITON PARTNERS LLC | Other Private Fund | $3.9M | Mar 29, 2024 | 28 | Mar 29, 2012 | reported | 021-84458 |
| GLOBAL WATER OPPORTUNITIES LLC | Other Private Fund | $3.7M | Mar 29, 2024 | 9 | Mar 29, 2012 | reported | 021-153768 |
| LCM NATURAL GAS INVESTMENT PARTNERS LLC | Other Private Fund | $3.4M | Mar 29, 2024 | 22 | Mar 29, 2012 | reported | 021-126298 |
| TIKUN PARTNERS LLC | Private Equity Fund | $2.8M | Mar 29, 2024 | 37 | Mar 29, 2012 | reported | 021-107703 |
| VENTANA INVESTMENT PARTNERS LLC | Other Private Fund | $2.3M | Mar 29, 2024 | 36 | Mar 29, 2012 | reported | 021-83132 |
| TERRA PARTNERS LLC | Other Private Fund | $1.9M | Mar 29, 2024 | 57 | Mar 29, 2012 | reported | 021-56293 |
| SOUTHERN HEMISPHERE PARTNERS LLC | Other Private Fund | $1.9M | Mar 29, 2024 | 29 | Mar 29, 2012 | reported | 021-105888 |
| PONTIFEX PARTNERS LLC | Other Private Fund | $1.3M | Mar 29, 2024 | 44 | Mar 29, 2012 | reported | 021-78268 |
| DAKOTA PARTNERS LIMITED PARTNERSHIP | Other Private Fund | $768,295 | Mar 29, 2024 | 48 | Mar 29, 2012 | reported | 021-910266 |
| LATAM AGRO-PARTNERS LLC | Other Private Fund | $542,302 | Mar 29, 2024 | 29 | Mar 29, 2012 | reported | 021-120378 |
| MAGILOFF PARTNERS LLC | Private Equity Fund | $520,853 | Nov 13, 2023 | 11 | Mar 29, 2012 | reported | 021-114690 |
| RED RIVER PARTNERS LLC | Other Private Fund | $470,136 | Dec 4, 2019 | 42 | Mar 29, 2012 | dropped | 021-90783 |
| MAXWELL HALSTED PARTNERS LLC | Securitized Asset Fund | $422,467 | Mar 29, 2024 | 77 | Mar 29, 2012 | reported | 021-72033 |
| DHARMA JADE PARTNERS LLC | Other Private Fund | $83,345 | Dec 21, 2015 | 14 | Mar 29, 2012 | dropped | 021-120372 |
| BATEMAN STREET PARTNERS LLC | Private Equity Fund | $19,967 | Dec 4, 2019 | 36 | Mar 29, 2012 | dropped | 021-102132 |
| MARKLEY PARTNERS LLC | Real Estate Fund | $0 | Nov 13, 2023 | 21 | Mar 29, 2012 | reported | 021-109376 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DOGLIONE, ARTHUR, TODD | MANAGING MEMBER & PRESIDENT | E | yes | 10/2006 | Dec 1, 2011 | Mar 29, 2024 |
| GILMORE, WALTER, ALAN | Cco | Na | yes | 06/2020 | Jun 8, 2020 | Mar 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 24, 2026 | $114M | $114M | 4 | 2 | 0 | 13 | n/a |
| 2024 | Apr 4, 2025 | $109M | $109M | 4 | 2 | 0 | 13 | n/a |
| 2023 | Mar 29, 2024 | $124M | $123M | 4 | 2 | 0 | 14 | $35.4M |
| 2022 | Mar 31, 2023 | $145M | $145M | 4 | 2 | 0 | 16 | $41.4M |
| 2021 | Mar 1, 2022 | $157M | $157M | 4 | 2 | 0 | 16 | $43.8M |
| 2020 | Mar 31, 2021 | $133M | $133M | 4 | 2 | 0 | 16 | $34.9M |
| 2019 | Feb 10, 2020 | $505M | $307M | 6 | 3 | 0 | 16 | $40.3M |
| 2018 | Feb 8, 2019 | $511M | $323M | 6 | 4 | 0 | 18 | $53.3M |
| 2017 | Mar 13, 2018 | $553M | $323M | 7 | 4 | 1 | 18 | $65.6M |
| 2016 | Feb 1, 2017 | $621M | $402M | 8 | 5 | n/a | 18 | $76.4M |
| 2015 | Mar 30, 2016 | $665M | $469M | 8 | 5 | n/a | 18 | $113M |
| 2014 | Mar 5, 2015 | $738M | $541M | 10 | 7 | n/a | 19 | $99.5M |
| 2013 | Mar 31, 2014 | $516M | $347M | 7 | 5 | n/a | n/a | n/a |
| 2012 | Mar 15, 2013 | $522M | $375M | 6 | 5 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $408M | $268M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $114M | $109M | 4.5% | $145M | -7.8% | 4 | 4 | 0 | 0 |