Overview
Assets Under Management: $154 million
Headquarters: TORRANCE, CA
High-Net-Worth Clients: 87
Average Client Assets: $1.5 million
Frequently Asked Questions
ALESSANDRA CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123305), ALESSANDRA CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALESSANDRA CAPITAL MANAGEMENT, LLC is headquartered in TORRANCE, CA.
ALESSANDRA CAPITAL MANAGEMENT, LLC serves 87 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ALESSANDRA CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ALESSANDRA CAPITAL MANAGEMENT, LLC manages $154 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ALESSANDRA CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.59%
Average Client Assets: $1.5 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 123305
Filing ID: 2087237
Last Filing Date: 2026-03-31 13:38:35