ALPha Team Capital LLC (Stockton)

ALPha Team Capital provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPha Team Capital: assets under management

The assets under management (AUM) of ALPha Team Capital LLC is $10 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPha Team Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stockton

The principal office where ALPha Team Capital LLC performs its advisory services is located at 3439 Brookside Road, Suite 201, Stockton, CA 95219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 209-888-6007 or by fax 209-951-9920. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.alphateamcapital.com.

Registered investment advisers similar to ALPha Team Capital LLC

• Sixth Street Capital
• Westbrook Asset Management
• First Class Capital
• Syman Degler Group
• Optimist Capital
• Stadden Forbes Wealth Management
• Quantumrock Capital Gmbh
• Cambridge Place Collateral Management
• Apex Capital Management (New York)
• Apogee Capital
• Tgg Management
• Envision Asset Management
• Crosswind Advisory
• Polestar Management
• Lakewood Investment Management