Alder Capital

Overview

Alder Capital is an LLC that registered with the SEC in 2026 and is organized under individual ownership. The firm offers fee-based portfolio management and financial planning primarily for individuals and small businesses, and it also provides selection-of-other-advisers services—suggesting a model that can build client solutions using third-party managers or subadvisors. Its stated fee arrangements include both a percentage-of-AUM component and performance-based fees. Alder Capital reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser. The firm's classification is listed as unclassified and it is identified as a capital allocator, which indicates an orientation toward assembling or allocating client capital across different managers or strategies rather than operating solely as a single-strategy boutique. An industry affiliation is recorded as “Other Investment Adviser,” consistent with its role in selecting outside advisers for client portfolios.

Assets & Accounts

Investments & Alternatives