Form D · Hedge Fund

Advanced Research Alpha Fund, Ltd.

Los Angeles, CA · CIK 0001651295

Offering snapshot reported May 14, 2026 · SEC filing

Reported sold: $250M
Investors reported: 117
Minimum accepted: $0
First sale: Sep 1, 2015

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$232,920,246 → $249,904,405
Reported investors88 → 117

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 14, 2026	Amendment	$249,904,405	$16,984,159vs Jun 5, 2025	117	SEC filing
Jun 5, 2025	Amendment	$232,920,246	$6,312,000vs Jun 5, 2024	88	SEC filing
Jun 5, 2024	Amendment	$226,608,246	$166,513,342vs Sep 10, 2015	82	SEC filing
Jun 5, 2023	Amendment	$219,447,246	$159,352,342vs Sep 10, 2015	75	SEC filing
Jun 3, 2022	Amendment	$199,500,035	$139,405,131vs Sep 10, 2015	68	SEC filing
Jun 3, 2021	Amendment	$193,001,535	$132,906,631vs Sep 10, 2015	55	SEC filing
Jun 3, 2020	Amendment	$178,049,535	$117,954,631vs Sep 10, 2015	50	SEC filing
Jun 3, 2019	Amendment	$156,465,851	$96,370,947vs Sep 10, 2015	41	SEC filing
Sep 10, 2018	Amendment	$152,734,901	$92,639,997vs Sep 10, 2015	38	SEC filing
Sep 8, 2017	Amendment	$140,942,976	$80,848,072vs Sep 10, 2015	33	SEC filing
Sep 9, 2016	Amendment	$121,247,459	$61,152,555vs Sep 10, 2015	28	SEC filing
Sep 10, 2015	Initial	$60,094,904	No comparison	9	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-247336

Source: Form D, filed May 14, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

ADVANCED RESEARCH ALPHA FUND, LTD.

Investment adviser: EVOKE WEALTH, LLC

Gross asset value: $298M
Beneficial owners: 86
ADV minimum commitment: $1M

Reported in Form ADV on Jul 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES, INC OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

Fund asset history · 2 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2024	$252,010,504	60	Mar 28, 2025
2025	$596,070,415	86	Mar 31, 2026

Filing source

Form ADV 2118687 · Jul 10, 2026 · Schedule D 7.B.(1), fund 805-7408009049

Reported by EVOKE WEALTH, LLC (CRD 300856).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Advanced Research Investment Solutions, Llc	Executive
Damien Bisserier	Director
Evoke Wealth, Llc	Executive
N/A Evoke Wealth, Llc	Executive
Alex Shahidi	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2121 Avenue Of The Stars Suite 500
Los Angeles, CA, 90067
Phone: 424-372-1777