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 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
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 1GREGORY ALESSANDRA
CEO and CCOCRD 1897511
Contacts
1 of 1GEORGE JOHNSON
Wealth Manager, Investment Advisor RepresentativeCRD 4797697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$11.4M in ETFs
16%
$1.8M
67%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST (TBLD) | $1.7M | 82,646 | 15.33% |
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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