# Alvarado Management Company

> Alvarado Management Company is a state-registered investment advisory firm in San Francisco, CA, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 136227
- Filed as: ALVARADO MANAGEMENT COMPANY
- Legal name: Tallac Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136227
- AdvisorCensus page: https://advisorcensus.com/firm/alvarado-management-company-san-francisco-ca-136227

## Quick answers

**How is Alvarado Management Company compensated?**
On its Form ADV (Item 5.E, October 2026), Alvarado Management Company reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Alvarado Management Company located?**
Alvarado Management Company's principal office is in San Francisco, CA, according to its Form ADV.

**Is Alvarado Management Company registered with the SEC or a state?**
Alvarado Management Company is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 136227.

**How much does Alvarado Management Company manage?**
Alvarado Management Company reports $3,605,906 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**What types of clients does Alvarado Management Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Alvarado Management Company 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/136227

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $3,605,906
- Discretionary: $3,605,906
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $3,605,906 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alvmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alvarado Management Company (CRD 136227): Form ADV filing data as of October 2026.
