Alpha Square Group Market Research Report
Company Overview
Alpha Square Group (ASG) is a New York-based investment firm specializing in global innovation across public and private markets. Established in 2015, ASG operates as a family office with over $1 billion in assets under management (AUM). The firm focuses on sectors such as Enterprise SaaS, Fintech, and Crypto/Web3, aiming to back cutting-edge companies and top-tier managers. ASG is registered with the U.S. Securities and Exchange Commission.
Key Personnel
- Chief Executive Officer: Renee Li
- General Counsel and Chief Compliance Officer: Peter Lin
- Vice President: Amanda Leese
- Director of Growth Equity: Ankang Ni
- Investor Relations Director: Eileen Shen
- Managing Director: Cathy Jiang
Investment Strategy
ASG's investment approach encompasses:
- Direct Investments: Allocating capital directly into innovative companies.
- Fund Investments: Investing in funds managed by top-tier managers.
- Real Estate: Diversifying assets through real estate investments.
- Fine Art: Including fine art in their investment portfolio.
Portfolio Highlights
ASG's diverse portfolio includes investments in:
- Technology: Companies like Uber Technologies, Inc., DigitalOcean Holdings, Inc., and Nvidia Corp.
- Healthcare: Oscar Health, Inc.
- Financial Services: AvidXchange Holdings, Inc.
- ETFs: Investments in iShares Barclays 20+ Year Treasury Bond ETF and Vanguard Extended Duration Treasury ETF.
As of Q2 2024, ASG reported 18 stock holdings with a total value of $53.9 million.
Recent Investments and Partnerships
ASG has actively participated in several funding rounds:
- June 12, 2024: Participated in Scale AI’s $1 billion Series F funding round.
- May 29, 2024: Joined Cube's $25 million funding round.
- February 19, 2024: Invested in Lambda's $320 million Series C funding round.
Financial Performance
ASG's revenue estimates vary:
- VisualVisitor: Reports revenue between $100 million and $250 million.
- Datanyze: Estimates revenue at $21.1 million.
- LeadIQ: Indicates revenue in the range of $10 million to $25 million.
Employee Overview
ASG employs between 20 to 41 individuals, with key personnel including:
- Chief Executive Officer: Renee Li
- General Counsel and Chief Compliance Officer: Peter Lin
- Vice President: Amanda Leese
- Director of Growth Equity: Ankang Ni
- Investor Relations Director: Eileen Shen
- Managing Director: Cathy Jiang
Industry Position and Competitors
ASG operates in the investment management sector, focusing on technology and innovation. Comparable firms include:
- EQT Ventures: A venture capital firm investing in technology-driven companies.
- Greenoaks: A global investment firm focusing on technology companies.
- Finstar Financial Group: An international private equity firm with a focus on fintech.
