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Firm History

  • Strategic Partnership with Easterly Partners

    Entered into a strategic partnership with Easterly Partners. Easterly Partners acquired a minority equity interest in James Alpha Advisors, taking equity ownership and named Darrell Crate as CEO.

  • Structured Credit Value Fund

    Partnered with Orange Investment Advisors, LLC, specialists in Structured Credit strategies managing hedge funds, large institutional separate accounts and mutual funds; including, from inception until through 2016 the Semper Capital MBS Total Return fund.

  • Firm Surpasses $1 Billion in Assets Under Management

    Since 2011 we have launched 12 offerings, providing a distinct and comprehensive lineup of alternative investment solutions for institutional and individual investors.

  • Alpha Peak Managed Portfolios

    Launched our innovative suite of 24 Risk Managed Models. Our Total Model Solutions provide turnkey, highly diversified models that incorporate long only and liquid alternative strategies. Additionally, we offer Alternative Only Models in two versions: models that use only passive strategies, as well as, models that incorporate passive and active strategies.

  • EHS Fund – A Dynamic Beta Strategy

    EHS Fund attempts to replicate the HFRI Equity Hedge Index.

  • Event Driven Fund – A Dynamic Beta Strategy

    Event Driven Fund attempts to replicate the HFRI Event Driven Index.

  • Macro Fund – A Dynamic Beta Strategy

    Converted the fund from an actively managed real return strategy to part of the Dynamic Beta suite and replicating the HFRI Macro Index.

  • Relative Value Fund – A Dynamic Beta Strategy

    Relative Value Fund attempts to replicate the HFRI Relative Value Index.

  • Total Hedge Fund – A Dynamic Beta Strategy

    Launched Proprietary Dynamic Beta Suite consisting of 5 funds which attempts to replicate the HFRI Indices.

    Total Hedge Fund attempts to replicate the HFRI Fund Weighted Composite Index.

  • Launched Dynamic Beta Suite

    After successfully managing a separate account for several years we launched the Dynamic Beta suite of funds. We use our proprietary intellectual property to replicate the major non investable indexes representing the global hedge fund marketplace provided by Hedge Fund Research Inc.

  • Family Office Fund

    Partnered with the Family Office Exchange (FOX) to launch this distinct strategy. FOX is the oldest family office organization in the industry serving approximately 370 family offices with average AUM of $500 million. FOX formed the Scion group, consisting of over 20 of its most sophisticated family offices to share their quarterly asset allocation with us. We us our proprietary replication intellectual property to create the same asset allocation, including liquid as well as non liquid asset classes. The result, over 20 asset classes are represented in this fund.

  • Hedged High Income Fund

    Adopted this innovative multi manager, multi strategy fund from Westport Advisors July 18, 2016.

  • Managed Risk Emerging Markets Equity Fund

    Partnered with EAB Investment Group, LLC; which specializes in risk mitigation strategies for hedge funds, family offices, and large investment companies. Launched two funds, Managed Risk Domestic Equity and Managed Risk Emerging Market.

  • Managed Risk Domestic Equity Fund

    Partnered with EAB Investment Group, LLC; which specializes in risk mitigation strategies for hedge funds, family offices, and large investment companies. Launched two funds, Managed Risk Domestic Equity and Managed Risk Emerging Market.

  • Multi-Strategy Alternative Income Fund

    Launched Multi-Strategy Alternative Income Fund.

  • Global Real Estate Investment Fund

    Launched James Alpha Global Real Estate Investment Fund I shares, following acquisition of a super majority interest in Ascent Investment Advisors and becoming the Managing Partner of the firm. (James Alpha converted their interval fund to an open end structure as James Alpha Global Real Estate Investment fund on May 3, 2011.)

  • Global Enhanced Real Return Fund (Macro)


    Launched Global Enhanced Real Return Fund
    Seeded Armored Wolf and entered the alternative mutual fund business. Armored Wolf is managed by John Brynjolfsson who previously worked as a Portfolio Manager at PIMCO and managed over $80 billion in assets.

  • James Alpha Management

    Launched single-family office serving as the financial manager for one high-net-worth individual - Denis Nayden. Mr. Nayden is the former CEO of GE Capital and former managing partner at Oak Hill Capital (an $18 billion private equity firm). James Alpha Advisors was launched on September 11, 2015 to be the advisor to the mutual funds.