9AT: ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC

Adviser Profile

As of Date	03/01/2026
Registration status	Terminated
ADV Location	PLANO, TX, United States
Contact Info	214 xxxxxxx
Websites

AUM^*	1,370,000,000
of that, discretionary	0
Number of Employees	4
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	685,000,000
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser VERUS ADVISORY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM19.4b	#Funds-
Adviser PENSION CONSULTANTS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.4b	#Funds-
Adviser SAPPHIRE STAR CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM142.2m	#Funds-
Adviser DHK FINANCIAL ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.7b	#Funds-
Adviser VANDERBILT AVENUE ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM241.9m	#Funds-
Adviser HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM477.5m	#Funds-
Adviser HIGHLAND ASSOCIATES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.6b	Total Private Fund GAV1.6b	AUM21.0b	#Funds5
Adviser ATLAS FIDUCIARY SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM269.3m	#Funds-
Adviser PIVOTAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser FIDUCIARY EXPERTS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM985.8m	#Funds-

Brochure Summary

Overview

AEGIS was founded in 2007 as a privately-held Texas limited liability company and is wholly-owned by Mcube Investment Technologies LLC (“Mcube”). AEGIS became a registered investment adviser in 2007. Mcube, a Texas limited liability company founded in 2002, is, in turn, majority-owned by Messrs. Sanjay Muralidhar and Arun Muralidhar. AEGIS provides investment management and advisory services on a discretionary and non- discretionary basis to institutional clients, including pension and profit sharing plans, charitable organizations and State or municipal government entities. Services provided by AEGIS involve making recommendations on the allocation of its clients’ assets to various asset classes (equities, bonds, commodities, currencies, etc.), pursuant to a variety of investment styles (including hedging transactions). In some cases, AEGIS may directly invest residual cash from allocable client assets in short-term cash instruments and cash equivalents. AEGIS provides investment management and advisory services by entering into investment advisory agreements with each client. Each agreement details a client’s investment objective, strategies and guidelines as well as acceptable risk parameters. In addition, each such agreement provides instructions on portfolio monitoring and reporting

as well as guidelines relating to execution and other matters relating to brokerage. AEGIS will execute transactions directly and based upon the client’s written instructions or investment policy guidelines. AEGIS’ client relationships may be terminated without penalty upon between fourteen (14) and thirty (30) days’ prior written notice by either party or as otherwise specifically set forth in the relevant investment advisory agreement. Investment advisory agreements cannot be assigned by either party. Assets Under Management (“AUM”) As of March 18, 2024 AEGIS managed $1,370,000,000 AUM on a (limited) non-discretionary basis. It is important to note that the AUM is calculated and disclosed in this Item 5 in a manner consistent with the express rules of the Investment Advisers Act of 1940, as amended (the “Advisers Act”) and the requirements of Form ADV. Since AEGIS utilizes exchange-traded futures-based overlay programs that take positions based upon the notional AUM and other investment guidelines (like risk budget and/or asset class position limits), the actual exposure (dollar value) of positions maintained will be lower than the notional AUM. In addition, the value of these positions will fluctuate over time depending upon economic, market and other conditions.

ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC

ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC

ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC

ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC

ALPHAENGINE GLOBAL INVESTMENT SOLUTIONS LLC