Alessandra Capital Management, LLC
Firm details
- Headquarters
- Torrance, California
- CRD number
- 123305
- Registered since
- August 13, 2025
- Website
- www.alessandracapital.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.59%
- Individuals11.12%
- Charitable Organizations5.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alessandra Capital Management, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2025 and serves both individual & family clients and institutional clients. Its ownership is a mix of a domestic entity and an individual. Advisory services are focused on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, does not act as a capital allocator, and does not serve as a pension consultant or related 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 Equities75%
- Public Funds/Mutual Funds14%
- US Government Bonds8%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Gregory Alessandra
CEO and CCOCRD 1897511
Contacts
1 of 1
George Johnson
Wealth Manager, Investment Advisor RepresentativeCRD 4797697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$13.1M in ETFs
18%
$2.3M
67%
$10.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY DOW 30 BEAR 2X SHARES (DOGG) | Direxion | Active | Large Value | $1.8M | 83,534 | 13.55% |
Location
Torrance, CA
Los Angeles
Location
Torrance, CA
Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 23670 Hawthorne Blvd
- Time zone
- PT (UTC-8)
- Office locations
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