# Alessandra Capital Management, LLC

> Alessandra Capital Management, LLC is an SEC-registered investment advisory firm in Torrance, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 123305
- Filed as: ALESSANDRA CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123305
- AdvisorCensus page: https://advisorcensus.com/firm/alessandra-capital-management-llc-torrance-ca-123305

## Quick answers

**How is Alessandra Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alessandra Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Alessandra Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $300 an hour (financial consulting services); Flat fee: $2,500 to $5,000 (financial consulting engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alessandra Capital Management, LLC located?**
Alessandra Capital Management, LLC's principal office is in Torrance, CA, according to its Form ADV.

**Is Alessandra Capital Management, LLC registered with the SEC or a state?**
Alessandra Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 123305.

**How much does Alessandra Capital Management, LLC manage?**
Alessandra Capital Management, LLC reports $153,517,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Alessandra Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (87); individuals (other than high net worth individuals) (85); charitable organizations (2).

**Which custodians does Alessandra Capital Management, LLC use?**
Alessandra Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Alessandra Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123305

**What changed in Alessandra Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $115,492,535 to $153,517,000 (+33%). Registered or notice-filed in LA, NV. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Hourly rate: $300 an hour (financial consulting services)

> ACM offers financial consulting services on an hourly basis for $300 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.

- Flat fee: $2,500 to $5,000 (financial consulting engagements)

> For financial consulting engagements, ACM may also charge a negotiable flat fee generally within the range of $2,500 - $5,000, the exact amount of which is dependent upon the level and scope of services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $153,517,000
- Discretionary: $153,517,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $17,075,500 |
| High net worth individuals | 87 | $128,319,500 |
| Charitable organizations | 2 | $8,122,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, LA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alessandracapital.com
- LinkedIn @alessandra-capital-management

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,492,535 to $153,517,000 (+33%).
- Registered or notice-filed in LA, NV.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alessandra Capital Management, LLC (CRD 123305): Form ADV filing data as of October 2026.