ALC Capital Management, LLC

Overview

ALC Capital Management, LLC is a small, privately held advisory firm that focuses on discretionary portfolio management for individual and family clients, including small business owners. The firm shows a clear preference for equity exposure, directing the bulk of assets into exchange-traded equities rather than long-only mutual fund wrappers or cash holdings. Its fee arrangements include a percentage-of-AUM element and performance-based fees, which suggests ALC structures some client mandates with incentive alignment or outcome-based fee tiers. ALC does not position itself as an active ESG investor and operates as a single-state adviser. The firm’s client profile is concentrated: a handful of high-balance relationships rather than a broad retail base. That client mix, combined with its use of performance fees and a willingness to allocate to third-party real estate strategies, indicates ALC runs tailored, concentrated portfolios rather than a mass-market model portfolio platform.

Assets & Accounts

Public Holdings

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Location & Offices