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Firm History

  • Income Opportunities Fund (JAASX) Is A 2022 Lipper Award Winner

    The Income Opportunities Fund (JAASX) is a 2022 Lipper Award Winner out of 116 funds for 3 years in the U.S. Mortgage Fund Category as of 12/31/2021.

  • Easterly Snow Strategies Join Easterly Funds

    The Snow Small Cap Value Fund (SNWIX) and Long/Short Opportunity Fund (SNOIX) join the Easterly Funds family.

  • James Alpha Advisors Renames Firm as Easterly Funds

    James Alpha Advisors renames to Easterly Funds to align its identity with that of Easterly Asset Management.

  • James Alpha Trust

    The James Alpha Funds completed their reorganization into the newly formed James Alpha Funds Trust.

  • 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.

  • Income Opportunities Fund (JSVIX)

    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 2009 we have launched a distinct and comprehensive fund lineup of alternative investment solutions for institutional and individual investors.

  • Global Real Estate Fund (JACRX) Is A 2017 Lipper Award Winner

    The Global Real Estate Fund (JACRX) is a 2022 Lipper Award Winner out of 40 funds for 3 years in the Global Real Estate Category as of 11/30/201730.

  • Total Hedge Portfolio (JTHIX)

    The Total Hedge Portfolio invests in a variety of strategies, including international and emerging markets, rather than just a single strategy like many alternatives.

  • Hedged Equity Fund (JDIEX)

    Partnered with EAB Investment Group, LLC; which specializes in risk mitigation strategies for hedge funds, family offices, and large investment companies. Launched the Managed Risk Domestic Equity Fund (later renamed the Hedged Equity Fund).

  • Global Real Estate Fund (JARIX)

    Launched Global Real Estate 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.)

  • James Alpha Management

    Launched single-family office serving as the financial manager for Denis Nayden, 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.

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