ALEXANDER CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- NEW CANAAN, Connecticut
- CRD number
- 140508
- Registered since
- January 13, 2025
- Website
- www.alexcapadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles88.52%
- HNWI10.99%
- Individuals0.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Alexander Capital Advisors, LLC operates as a privately owned investment adviser organized as an LLC and classified as a hedge fund manager. The firm provides discretionary portfolio management for both individual and family clients as well as pooled investment vehicles, and it charges a mix of asset-based fees and performance-based fees consistent with hedge-fund style arrangements. The firm reports an emphasis on publicly traded equities—especially exchange-traded instruments—within its separately managed account work, while simultaneously managing a pooled hedge fund vehicle that drives a large portion of its assets. The adviser does not characterize itself as an ESG investor and is not described as a multi-state or pension consultant adviser. SEC registration is listed as 2025, and the firm’s stated client base includes both individual and family clients and institutional investors. Investment activity centers on equity exposure in liquid markets for SMAs, combined with private fund management and select external alternative allocations for clients who require access to less-liquid strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents1%
Contacts
1 of 1THOMAS PAOLOZZI
OwnerCRD 2201791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW CANAAN, CT
FAIRFIELD
Location
NEW CANAAN, CT
Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 125 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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