Focused Alpha, LLC
Focused Alpha, LLC is an SEC-registered wealth manager in Denver, CO with $663.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Focused Alpha, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310591, SEC 801-121367, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $663.9M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 8
- Clients
- 553
- CRD
- 310591
- Ownership
- BAROTZ, DANIEL, I; SADZEWICZ, GERY, JOSEPH
How much AUM does Focused Alpha, LLC have?
Focused Alpha, LLC reported $663.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Focused Alpha, LLC?
Disclosed owners and executives of Focused Alpha, LLC include BAROTZ, DANIEL, I, SADZEWICZ, GERY, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.