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Alternative Capitalis, LLC

Alternative Capitalis, LLC. CRD 282775

A

CRD: 282775

Alternative Capitalis, LLC

Wrentham, MA, 02093
551-258-3476 / 617-841-7141
www.altcapitalis.com
$107.8M Total AUM
$107.8M Disc. AUM
-- 3Y CAGR
3 Employees
103 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
RadialHarbor +more
Established Date
04-14-2016
Office Locations
1

Office Locations

46 South ST Wrentham MA

About Alternative Capitalis, LLC

Alternative Capitalis, LLC is a Wrentham, MA RIA providing disciplined wealth management, investment strategy, and financial/retirement planning via a holistic process that integrates investments, risk review, debt and life-event planning. Portfolios commonly use ETFs and mutual funds with asset allocation and fixed income, with capability for alternatives/SRI. Custody through Schwab. Led by CFA charterholder Dustin Latham.

Team overview

36 AVG AGE
$53.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

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Asset Classes

Quantum alpha Vertex optima Pioneer Bridge zenith Capital

Client Personas

Vertex

Custodian

Ember pathway Prime delta Foundation Oak Foundation Oak

Investment Themes

Foundation value Catalyst Vector momentum

Investment Vehicles

Signal harbor

Platform

Ridge bridge

Services

Horizon Peak matrix Legacy matrix Prime Oak catalyst Summit Momentum momentum Pioneer Focus Matrix oak

Technology

Vector Signal Pioneer ridge

Owner & Executives

DUSTIN LATHAM

DUSTIN LATHAM

Advisor, Chief Compliance Officer, Chief Executive Officer

CRD
#5836494
Ownership
75% or more
(219) 590-5349
focus.pioneer@primecapital.com
in linkedin.com/in/prime-vector

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Contacts

R

ROBERT PAUL McCARTHY

--

CRD
#4346871
(382) 877-7490
alpha.timber@northcapital.com
in linkedin.com/in/vital-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $107,797,559 --
Non-Discretionary $0 --
Total $107,797,559 --

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Separately Managed Accounts

Total SMA Asset: $107,797,559

$107.8M Total SMA
Public Funds:
33.4%
Equity - Exchange:
18.7%
Cash:
20.7%
U.S. Government/Agency:
27.2%
Asset class Assets Assets %
Public Funds $1,812,385,268 33.4%
Equity - Exchange $1,014,718,698 18.7%
Cash $1,123,244,762 20.7%
U.S. Government/Agency $1,475,954,470 27.2%
Total $5,426,303,198 100.0%

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