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Alessandra Capital Management, LLC (Rolling Hills Estates)


Alessandra Capital Management, LLC is an adviser based in Rolling Hills Estates. It manages $52.59 million of regulatory assets for 216 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Texas.

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

Alessandra Capital Management: assets under management

The assets under management (AUM) of Alessandra Capital Management, LLC is $52.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alessandra Capital Management, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rolling Hills Estates

The principal office where Alessandra Capital Management, LLC performs its advisory services is located at 501 Deep Valley Dr., Ste 202, Rolling Hills Estates, CA 90274, 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 310-377-9220 or by fax 310-377-3825. The normal business hours are 6:30- 3:30pm on Monday - Friday. You can find more information about the New York firm at www.alessandracapital.com.


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