Alluvial Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169638
- Registered since
- May 9, 2025
- Website
- alluvialcapital.com
- Custodians
- INTERACTIVE BROKERS LLC, PERSHING 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 a privately owned investment adviser operating with a hedge fund orientation and a mix of individual, family and institutional clients. The firm combines separately managed account (SMA) work for individuals and small businesses with pooled investment vehicle management, and it charges both a percentage-of-AUM fee and performance-based fees consistent with its hedge fund classification. Investment activity favors public equities exposure delivered through exchange-traded vehicles and SMA structures, while the firm also sponsors private hedge fund vehicles. Alluvial is not an active ESG investor and is not positioned as a multi-state adviser.
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 Equities53%
- Non-Exchange Traded Equities36%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
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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