# Alternative Capitalis, LLC

> Alternative Capitalis, LLC is a state-registered investment advisory firm in Wrentham, MA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 282775
- Filed as: ALTERNATIVE CAPITALIS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wrentham, MA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282775
- AdvisorCensus page: https://advisorcensus.com/firm/alternative-capitalis-llc-wrentham-ma-282775

## Quick answers

**How is Alternative Capitalis, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alternative Capitalis, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Alternative Capitalis, LLC located?**
Alternative Capitalis, LLC's principal office is in Wrentham, MA, according to its Form ADV.

**Is Alternative Capitalis, LLC registered with the SEC or a state?**
Alternative Capitalis, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282775.

**How much does Alternative Capitalis, LLC manage?**
Alternative Capitalis, LLC reports $107,797,559 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**What types of clients does Alternative Capitalis, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (33); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Alternative Capitalis, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282775

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $107,797,559
- Discretionary: $107,797,559
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $24,878,986 |
| High net worth individuals | 33 | $81,000,734 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,917,839 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alt-cap.com
- altcap.ai
- altcapitalis.com
- Facebook @ALTCAPITALIS
- LinkedIn @ALTCAPITALIS
- X @ALTCAPITALIS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alternative Capitalis, LLC (CRD 282775): Form ADV filing data as of October 2026.