The ALEXANDER CAPITAL WEALTH MANAGEMENT is a privately held investment adviser that advises $643.41mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ALEXANDER CAPITAL WEALTH MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 138.16% over the last 5-years.
The Group has been registered with the SEC for 8.26 years and is comprised of 2 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 11834 CR 101 SUITE 203, THE VILLAGES, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 40 employees comprised of 37 investment and 3 non-investment staff. The total number of Employees increased by 53.85% over the last 5-years.
Their $643.41mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $405.33mn or 63% of Total Assets and High Net Worth Individuals own $164.18mn or 25.52% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $400mn in assets.
The Group discloses fixed fees and management fees.
ALEXANDER CAPITAL WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.