Alessandra Capital Management, LLC

RIASEC Registered
Total AUM
$154M
Discretionary
$154M
100% of AUM
Avg account
$508K
Accounts
302
Employees
3
Advisory reps
2

Firm details

Headquarters
Torrance, California
CRD number
123305
Registered since
August 13, 2025
Website
www.alessandracapital.com
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI83.59%
  • Individuals11.12%
  • Charitable Organizations5.29%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Alessandra Capital Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration effective 2025) and serves a mix of individual and family clients as well as institutional accounts. Its advisory offering focuses on financial planning and portfolio management for individuals and small businesses. Fees are charged through a mix of percentage-of-assets, hourly rates, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 14%, US Government Bonds 8%, Cash & Cash Equivalents 3%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds14%
  • US Government Bonds8%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$14.1M in ETFs

Passive

14%

$2M

Active

73%

$12.1M

ETFProviderStyleCategoryValueShares% of portfolio
DIREXION DAILY DOW 30 BEAR 2X SHARES (DOGG)DirexionActiveLarge Value$2.3M109,83816.32%
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Location

Primary office

Torrance, CA

Los Angeles

Location

Torrance, CA

Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
23670 Hawthorne Blvd
Time zone
PT (UTC-8)
Office locations

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