Alva Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281764
- Website
- www.alvacapital.com
- 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
FINTRXOverview
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
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 Equities95%
- Cash & Cash Equivalents5%
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Greene & Company Financial Services LLC
RIAReliant Capital Management, LLC
RIAMake The Memory Financial Planning
RIAStone Wall Money Management LLC
RIAShelton, CT
Mrwm Capital Management, LLC
RIANashville, TN
Beacon Rock Wealth Advisors
RIACamas, WA