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| Alessandra Capital Management LLC
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|---|---|
| CRD # | 123305 |
| SEC # | 801-132715 |
| CIK # | 0002132506 |
| AUM | 153.5 M (2026-03-31) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 310-377-9220 |
| Address | 23670 Hawthorne Boulevard Torrance, CA 90505 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002132506 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 11.8 | ||
| Nvidia Corp | 6.3 | ||
| Costco Wholesale Corp /NEW | 4.9 | ||
| Amazon Com Inc | 4.6 | ||
| Microsoft Corp | 3.9 | ||
| Apple Inc | 3.4 | ||
| Kimberly Clark Corp | 3.0 | ||
| ASML Holding NV | 2.7 | ||
| Intel Corp | 2.7 | ||
| Everus Construction Group Inc | 2.3 | ||
| John Hancock Financial Opportunities Fund | 2.2 | ||
| Boeing Co | 2.1 | ||
| MongoDB Inc | 2.1 | ||
| Oshkosh Corp | 2.0 | ||
| Bioage Labs Inc | 1.9 | ||
| Entergy Corp /DE/ | 1.7 | ||
| Northrop Grumman Corp /DE/ | 1.6 | ||
| Leucadia National Corp | 1.6 | ||
| Tortoise Energy Infrastructure Corp | 1.6 | ||
| Beam Therapeutics Inc | 1.5 | ||
| Prime Medicine Inc | 1.5 | ||
| International Business Machines Corp | 1.3 | ||
| Primoris Services Corp | 1.2 | ||
| Fortinet Inc | 1.2 | ||
| Chevron Corp | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 17.1 |
| (b) Individuals (high net worth individuals) | 87 | 128.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 153.5 |
| By Discretionary | ||
| Discretionary | 302 | 153.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 302 | 153.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.5 | |
| Total | 302 | 153.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002132506] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shining Rock Advisors LLC
✚
|
NC | 153.8 M |
|
Worthington Financial Partners LLC
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Graver Capital Management LLC
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OH | 153.5 M |
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ARTA Finance Wealth Management LLC
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Clear Retirement Advice LLC
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Steve Lynch Wealth Management
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Aventine Financial Group LLC
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PA | 153.1 M |
|
Quantum Capital Investments Inc
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153.0 M | |
|
Sustainable Investment Solutions LLC
✚
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|
Vincent Wealth Advisors LLC
✚
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MA | 152.9 M |