Alluvial Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169638
- Registered since
- May 9, 2025
- Website
- alluvialcapital.com
- Custodians
- INTERACTIVE BROKERS LLC, PERSHING LLC, RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles79.45%
- HNWI17.3%
- Charitable Organizations1.67%
- Individuals1.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Alluvial Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and classified as a hedge fund manager. The firm serves both individual/family and institutional clients, providing portfolio management for individuals/small businesses as well as for pooled investment vehicles. Its fee model includes both a percentage-of-AUM component and performance-based fees. The firm is not identified as an ESG-focused investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
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 Equities72%
- Non-Exchange Traded Equities25%
- Cash & Cash Equivalents3%
Contacts
1 of 1
David Waters
Managing MemberCRD 5320397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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