ALPHA SQUARED CAPITAL, LLC

Overview

Alpha Squared Capital, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges a mix of fees — percentage of assets under management, hourly fees and fixed fees — which suggests a flexible engagement model tailored to both ongoing portfolio relationships and one-off planning or consulting assignments. The firm’s investment posture tilts toward publicly traded equities and exchange-traded products, but it also allocates to a range of alternative strategies, using external third‑party managers for private market exposure. Alpha Squared Capital is not positioned as a capital allocator; rather, it integrates third‑party alternative funds alongside mutual funds and marketable securities to construct client portfolios. The adviser does not identify as an active ESG investor and operates on a relatively concentrated scale since its SEC registration in 2019.

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Public Holdings

Investments & Alternatives

Location & Offices