ALESSANDRA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$154M
Discretionary
$154M
100% of AUM
Avg account
$508K
Accounts
302
Employees
3
Advisory reps
2

Firm details

Headquarters
TORRANCE, California
CRD number
123305
Registered since
August 13, 2025
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

FINTRX

Overview

Alessandra Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2025 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser reports it is not an active ESG investor and does not identify as a multi-state adviser or pension consultant. The firm is owned by a domestic entity and/or individual principals rather than being part of a larger wirehouse or broker-dealer. Business activity centers on advisory services and portfolio construction rather than acting as a capital allocator or running proprietary pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 14%, US Government Bonds 8%, Cash & Cash Equivalents 3%75%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$11.4M in ETFs

Passive

16%

$1.8M

Active

67%

$9.6M

ETFProviderStyleCategoryValueShares% of portfolio
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST (TBLD)$1.7M82,64615.33%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth