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Douglas Alan Kirkpatrick

Actively Managed Investment Strategies

Alphaglider LLC

Georgetown

TX

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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses

Qualifications

Experience

No timeline events available.
Employer Years Dates
Alphaglider LLC 5 years, 2 months Oct 2012 - Present
Self-Employed 3 months Jun 2012 - Sep 2012
Sespe Capital Ltd 3 years, 7 months Oct 2008 - May 2012
Self-Employed 1 year, 2 months Jul 2007 - Sep 2008

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 2, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on June 3, 2017
    • $12.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 10
      number of clients
    • $1.2M
      Estimated Average Account Balance Per Client

Alphaglider LLC

Last updated on July 28, 2017
    • $13.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 52
      Accounts
    • $255.0K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements