The ALDER CAPITAL, LLC is a privately held investment adviser that advises $395.52mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ALDER CAPITAL, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 777.07% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 12626 HIGH BLUFF DRIVE SUITE 200, SAN DIEGO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees increased by 800% over the last 5-years.
Their $395.52mn in assets advised are owned by 3 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $299.76mn or 75.79% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $35.4mn or 8.95% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 95.04% and 4.96% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 2 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ALDER CAPITAL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.