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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.

  • 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.

  • Global Macro Fund (GRRIX) added to Dynamic Beta Suite

    As part of the Dynamic Beta Suite, the Global Macro Fund can invest long or short1 across a variety of assets and strategies such as, CTA/Managed Futures, equities, fixed income, commodity, currency, etc.

  • EHS Fund (JEHIX)

    As part of the Dynamic Beta Suite, the EHS Fund invests in a variety of asset classes, such as equity market neutral, fundamental growth, fundamental value, quantitative directional strategies, short bias and sectors such as energy, materials, technology and healthcare.

  • Total Hedge Portfolio (JTHIX)

    As part of the Dynamic Beta Suite, the Total Hedge Portfolio invests in a variety of strategies, including international and emerging markets, rather than just a single strategy like many alternatives.

  • 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 uninvestable indexes representing the global hedge fund marketplace provided by Hedge Fund Research Inc.

  • Hedged High Income Fund

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

  • 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).

  • Multi-Strategy Alternative Income Fund (JAIMX)

    Launched the Multi-Strategy Alternative Income 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.)

  • Global Macro Fund (GRRIX)

    Launched Global Enhanced Real Return Fund, later renamed the Global Macro 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 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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