{"url":"https://nivawealth.com/firms/alphabond-336339","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/336339","regulatoryAum":122602000,"crd":"336339","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5962688","suffix":null,"lastName":"Salsburg","firstName":"Jeremy","middleName":"Peter"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-17","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":122602000,"clients":2,"employees":3,"offices":1}],"secFileNumber":"801-132807","legalName":"Alphabond LLC","displayName":"Alphabond","slug":"alphabond-336339","website":"https://alphabond.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"251 Royal Palm Way, Ste 220","city":"Palm Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"33480"},"tradeNames":[],"registration":{"secApproved":"16 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":122602000,"discretionary":122602000,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Other investment advisers","clients":2,"regulatoryAum":122602000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Goldman Sachs & Co. LLC","shortName":"Goldman Sachs & Co.","location":"New York, NY","smaAssets":122602000}],"custodyNote":"Alphabond does not have custody of client assets.","leadership":[{"name":"Jeremy Salsburg","title":"Managing Member & Chief Compliance Officer","crd":"5962688"}],"ownership":[{"label":"Jeremy Salsburg","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since July 2019."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"251 Royal Palm Way, Ste 220","city":"Palm Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-948-3414","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":65},{"label":"U.S. government/agency bonds","percent":35}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/336339/PDF/336339.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Alphabond have?","answer":"Alphabond has 2 clients and manages $123 million for them, as of March 2026. They include 2 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Alphabond offer?","answer":"Alphabond provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Alphabond use?","answer":"Alphabond’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $123M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Alphabond have?","answer":"Alphabond has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Alphabond invest in?","answer":"At the end of its last fiscal year, Alphabond’s separately managed accounts held 65% exchange-traded equities and 35% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Alphabond?","answer":"Alphabond’s direct owner is Jeremy Salsburg (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Alphabond get paid?","answer":"Alphabond is paid through performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Alphabond registered with the SEC?","answer":"Yes, Alphabond has been registered with the SEC as an investment adviser since 16 May 2025. Its CRD number is 336339 and its SEC file number is 801-132807.","source":"Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Alphabond?","answer":"Alphabond’s main office is at 251 Royal Palm Way, Ste 220, Palm Beach, FL 33480. Its phone number is 561-948-3414. Its website is alphabond.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}