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SECOND ALPHA PARTNERS

NEW YORK, NY · CRD 282418 · IAPD ↗ · secondalpha.com · 212-446-1600

$438.4MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — SECOND ALPHA PARTNERS shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2026 — SECOND ALPHA PARTNERS reported RAUM up 31% ($334.9M -> $438.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.