ALEXANDER CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$6.1M
Accounts
17
Employees
3
Advisory reps
1

Firm details

Headquarters
NEW CANAAN, Connecticut
CRD number
140508
Registered since
January 13, 2025
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 43%, Cash & Cash Equivalents 1%56%
  • Exchange Traded Equities56%
  • Public Funds/Mutual Funds43%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • THOMAS PAOLOZZI

    OwnerCRD 2201791

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth