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ALESSANDRA CAPITAL MANAGEMENT, LLC

B53
CRD 123305·SEC 801-132715·TORRANCE, CA
AUM
$153.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$461K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD
123305
SEC file #
801-132715
EIN
000000000
DBA names
—

Economics

AUM
$153.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$115.5M → $153.5M▲ +33%
Client mix
Individuals High Net Worth87
Individuals Other85
Charitable Organizations2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
TORRANCE CA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
2025 ALESSANDRA FAMILY TRUST UAD
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
2025 ALESSANDRA FAMILY TRUST UAD
ALESSANDRA, GREGORY, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:alessandra.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002132506
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-04-30
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0002085853-26-000542

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
23670 HAWTHORNE BLVD.SUITE 207TORRANCE, CA 90505
Business
23670 HAWTHORNE BLVD.SUITE 207TORRANCE, CA 90505
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-30 · 0002085853-26-000542
13F-HR2026-04-30 · 0002085853-26-000541
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
ALESSANDRA, GREGORY, PAUL
IAR · Executive Officer · 2.5%
1897511
GEORGE WILLIAM JOHNSON
IAR
4797697