Alessandra Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Torrance, CA. Its latest Form ADV filing, dated March 31, 2026, reports $154M in regulatory assets under management, 3 employees, and 302 accounts.
Assets Under Management
$154M
Employees
3
Offices
--
Total Clients
174
Primary office
TORRANCE, CA
23670 HAWTHORNE BOULEVARD, SUITE 207, TORRANCE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
87
2
Individuals
48.9%
85
3
Charitable
1.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 31, 2026
Discretionary100.0%
$154M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$154M
Total Accounts302
10Y AUM Change+$38M (+32.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.