← Tributary

INTELLIGENT ALPHA LLC

MINNEAPOLIS, MN · CRD 332518 · IAPD ↗ · intelligentalpha.co · 215-469-1717

$27.0MRegulatory AUM
1Advisory reps
1Employees
2Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — INTELLIGENT ALPHA LLC now reports custody of client assets ($10.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
December 2025 — INTELLIGENT ALPHA LLC reported RAUM up 46% ($17.2M -> $25.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
December 2025 — INTELLIGENT ALPHA LLC now reports 1 private fund(s) ($5.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
September 2024 — INTELLIGENT ALPHA LLC (MINNEAPOLIS, MN) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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