Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Alpha Fiduciary

Alpha Fiduciary

Private equity with venture activity · probableScottsdale, AZalphafiduciary.comSEC registered investment adviser

Scottsdale Financial Wealth Management Advisor dedicated to you and your family 24/7. Fee Only Financial Advisor. Call today 1-888-562-4033

registered adviser; venture funds are 0% of 14 private funds

Importance
6
low
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
100
high
Research priority
2
low
Identity and regulatory footprint
Headquarters
Scottsdale, AZadviserinfo.sec.gov
Office address
20645 N. PIMA ROAD, SUITE N-225, Scottsdale, AZ, 85255adviserinfo.sec.gov
Business phone
480-505-4033adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 29, 2024
Private funds reported
14 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$35.4Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$124Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
4
business email
info@alphafiduciary.comalphafiduciary.compublished by the subject
business phone
480-505-4033adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
2 current, 1 departed
1 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
4 dated events
  1. Jun 8, 2020
    Peter Martin Eickelberg (Cco) no longer on Schedule A of Alpha Fiduciary
  2. Jun 1, 2020
    Walter Alan Gilmore joined Schedule A of Alpha Fiduciary as Cco
  3. Apr 1, 2014
    Peter Martin Eickelberg joined Schedule A of Alpha Fiduciary as Cco
  4. Dec 1, 2011
    Alpha Fiduciary first filed Form ADV (IA)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 14 private funds
Evidence
75 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2011-12-01Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-29Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone480-505-4033Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://www.alphafiduciary.com/contactus
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionScottsdale Financial Wealth Management Advisor dedicated to you and your family 24/7. Fee Only Financial Advisor. Call today 1-888-562-4033
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionScottsdale Financial Wealth Management Advisor dedicated to you and your family 24/7. Fee Only Financial Advisor. Call today 1-888-562-4033
meta description
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees4Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersScottsdale, AZMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address20645 N. PIMA ROAD, SUITE N-225, Scottsdale, AZ, 85255Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported14Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$35.4MMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$124MMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.ALPHAFIDUCIARY.COMMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleScottsdale Financial Wealth Management Advisors
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleScottsdale Financial Wealth Management Advisors
title tag
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)