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Alpha Financial Nordic
Alpha Financial Nordic is a fee-only Registered Investment Advisor providing fiduciary wealth management for affluent US private clients. The firm applies...
Overview
Alpha Financial Nordic is a fee-only Registered Investment Advisor providing fiduciary wealth management for affluent US private clients. The firm applies Fortune 500 corporate finance optimization through a proprietary Alpha Optimization Blueprint covering investments, tax, cash flow, retirement, and ongoing monitoring. Assets are held at Charles Schwab with excess SIPC coverage, and the firm limits the number of private clients it accepts.
General information
Firm type
RIA
Year founded
2016
Location
Region
Europe
Country
Sweden
City
Fountain Hills
Corporate office
Stockholm, Sweden
Principals
Alex Boemark
Founder & Fiduciary Advisor / Alpha CEO
Alex Boemark
Alpha CEO
Sector focus
Frequently asked questions
What is Alpha Financial Nordic's primary investment focus?
Alpha Financial Nordic focuses on private equity, real estate, and infrastructure investments across the Nordic region. The firm targets both growth-stage and mature companies through direct investments and co-investments.
Does Alpha Financial Nordic participate in fund commitments or only direct deals?
Alpha Financial Nordic participates in both direct investments and co-investments. The firm's strategy includes direct equity stakes in companies as well as co-investing alongside other institutional investors or private equity firms, primarily within the Nordic region.
Does Alpha Financial Nordic maintain a public website or LinkedIn presence?
No public website or LinkedIn profile has been identified for Alpha Financial Nordic. The firm's limited public footprint makes it challenging to gather detailed information about its team, portfolio, or investment activities.
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