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Alessandra Capital Management, LLC

Alessandra Capital Management, LLC. CRD 123305

Alessandra Capital Management, LLC logo

CRD: 123305

Alessandra Capital Management, LLC

Torrance, CA, 90505
3103779220
www.alessandracapital.com
$153.5M Total AUM
$153.5M Disc. AUM
-- 3Y CAGR
3 Employees
174 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Zenith atlasMeridian +more
Established Date
06-28-2004
Office Locations
1

Office Locations

23670 Hawthorne Boulevard Suite 207 Torrance CA

About Alessandra Capital Management, LLC

Alessandra Capital Management is a Torrance, CA–based wealth management firm providing financial planning, retirement planning, and ongoing portfolio management for families and goal-focused investors. The team emphasizes hands-on monitoring and clear communication, offering complimentary consultations to help clients understand market impacts. Operates on the LPL Financial platform and leverages LPL Research content for clients.

Team overview

58 AVG AGE
$76.8M AVG AUM / ADVISOR
$882.3K AVG AUM / CLIENT
21.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Glacier oak Fusion alpha Glacier frontier

Client Personas

Matrix

CRM

Crest insight

Custodian

Harbor matrix Peak wave Meridian momentum Ember element Pathway meridian Meridian

Investment Themes

Capital Catalyst Optima summit Harbor foundation Capital

Investment Vehicles

Radial frontier Summit peak

Services

Element Vector Optima Ember pathway North ridge Capital alpha

Technology

Fusion ridge North atlas Wave Harbor ridge

Owner & Executives

G

GREGORY PAUL ALESSANDRA

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#1897511
Ownership
Less than 5%
(573) 653-2784
pioneer.momentum@atlascapital.com
in linkedin.com/in/value-optima

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Contacts

G

GEORGE WILLIAM JOHNSON

Financial Advisor

CRD
#4797697
(208) 266-6225
capital.bridge@peakcapital.com
in linkedin.com/in/vertex-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-31-2011
03-30-2012
09-11-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $153,517,000 $508,334
Non-Discretionary $0 --
Total $153,517,000 $508,334

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Separately Managed Accounts

Total SMA Asset: $153,517,000

$153.5M Total SMA
Equity - Exchange:
21.6%
Public Funds:
12.5%
U.S. Government/Agency:
25.8%
Cash:
40.1%
Asset class Assets Assets %
Equity - Exchange $512,847,913 21.6%
Public Funds $296,786,987 12.5%
U.S. Government/Agency $612,568,340 25.8%
Cash $952,092,652 40.1%
Total $2,374,295,892 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
GLACIER ATLAS SUMMIT VECTOR GHBQ21QG8 IZC 6.44% $60,591,705
RADIAL PRIME NORTH SIGNAL BRIDGE D0BRPH8AA AGI 3.63% $28,166,009
FUSION ATLAS FUSION EAGLE MATRIX Y0CVYGWC2 JGGIE 7.44% $76,293,013
FRONTIER MERIDIAN LEGACY FUSION ZFTPB2YT5 VKE 8.39% $78,631,135
CATALYST PIONEER PRIME MOMENTUM FRONTIER BA6AU153Y VVYWH 3.68% $16,484,449
MERIDIAN BRIDGE MATRIX CREST UNISON JETY2X3ZW HEV 10.64% $42,422,331
FOCUS RADIAL ELEMENT QUANTUM FRAGIPZN4 LDFLC 5.75% $44,136,248
VITAL ALPHA WAVE ELEMENT 8RV5U64LI FPGH 6.57% $29,455,734

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