RIA Intel›Advisers›Vermont›THE ALCHEMIST FUND, LLC

THE ALCHEMIST FUND, LLC

Advisory

VT

Data as of Mar 22, 2026 · Source: SEC Form ADV

Rank in VT

#52

of 52 advisers by AUM

Average account

$520K

across 60 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VT

Closest by assets under management. All figures from Form ADV.

MATRIX GROUP OF FUNDS, LLC

MANCHESTER CENTER, VT

$30M

ABSOLUTE RETURN ADVISORS, LTD.

MANCHESTER CENTER, VT

$29M

GREENHILL FINANCIAL PARTNERS LLC

$27M

THE ALCHEMISTS, LLC

$26M

WINDHAM FINANCIAL SERVICES, INC.

$26M

POCHOP FINANCIAL MANAGEMENT, INC.

SOUTH BURLINGTON, VT

$37M

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