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Alpha Theory

Charlotte, US · North Carolina LLC

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Alpha Theory offers a portfolio management platform for fundamental hedge fund managers, helping them turn research and intuitive position sizing into a disciplined, rule-based process. It centralizes research, position, risk, and third-party data, integrates with data and service providers, and pairs the software with data scientists and investment-process experts to improve investment decisions.

Founders & leadership

CHCameron Hight
Cameron HightCEO & Founder
GSGraham Stevens
Graham StevensCFO & COO
DHDave Huffman
Dave HuffmanCo-Founder and CTOHe brings over 20 years of software development and technical leadership experience, with expertise spanning the full software lifecycle from design and development through deployment and operations.
BD
Benn DunnDirector of Product Innovation

Reported raises · per SEC filings

Form D private placements

$741K disclosed across 2 rounds · 2015–2016

▶$350KraisedFeb 2016 · 3 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Cameron HightExecutive Officer
  • Dave HuffmanExecutive Officer
  • Ben DunnExecutive Officer
  • Graham StevensExecutive Officer
Offering amount
$1.4M
Amount sold
$350K
Minimum investment
$50K
First sale
Feb 2016
Incorporated
Limited Liability Company, North Carolina
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$391KraisedMay 2015 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Cameron HightExecutive Officer
  • Benn DunnDirector
  • Graham StevensExecutive Officer
  • Dave HuffmanExecutive Officer
Offering amount
$2.1M
Amount sold
$391K
Minimum investment
$50K
First sale
Jan 2015
Incorporated
Limited Liability Company, North Carolina
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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Frequently asked questions

What does Alpha Theory do?
Alpha Theory offers a portfolio management platform for fundamental hedge fund managers, helping them turn research and intuitive position sizing into a disciplined, rule-based process. It centralizes research, position, risk, and third-party data, integrates with data and service providers, and pairs the software with data scientists and investment-process experts to improve investment decisions.
Who founded Alpha Theory?
Alpha Theory was founded by Cameron Hight.
How much funding has Alpha Theory raised?
Alpha Theory has disclosed $741K raised across 2 rounds.
Where is Alpha Theory headquartered?
Alpha Theory is headquartered in Charlotte, US.