Alva Capital Management, LLC

RIASEC Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$1.8M
Accounts
5
Employees
2
Advisory reps
0

Firm details

Headquarters
,
CRD number
281764
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles69.91%
  • Individuals23.98%
  • Charitable Organizations6.1%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alva Capital Management, LLC is a small, hedge‑fund‑style adviser that runs both separate accounts and at least one pooled vehicle. The firm’s activity combines portfolio management for individuals and small businesses with management of pooled investment vehicles, and it operates in a capacity consistent with CPO/CTA registration—indicating use of commodity and futures strategies alongside equity trading. Investment allocations show a clear preference for liquid, exchange‑traded instruments, but the firm also runs a single hedge fund and lists commodities and hedge‑fund strategies among its alternate exposures. Strategy emphasis is on active management and liquid markets. Custody relationships and the profile of assets suggest hands‑on trading and tactical allocation rather than a buy‑and‑hold-only approach. The adviser is not positioned as an ESG specialist and does not advertise multi‑state advisory status.

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 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth