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Alcosta Capital Management, Inc.

● SEC registered since 2021CRD 128679SEC# 801-121923San Ramon, CA
Export (members)
Reg. AUM
$220.6M
Employees
2
Accounts
127
Location
San Ramon, CA

Alcosta Capital Management, Inc. assets under management

Alcosta Capital Management, Inc. is a registered investment adviser overseen by the SEC based in San Ramon, CA. The firm has been registered since 2021. It reports $220.6 million in regulatory assets under management and employs 2 people.
www.alcostacapital.comView on SEC.gov ↗

Alcosta Capital Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Erick Elon Ormsby ControlPresident And Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Alcosta Capital Management, Inc. manage?

Alcosta Capital Management, Inc. reports $220.6 million in regulatory assets under management on its Form ADV.

How many employees does Alcosta Capital Management, Inc. have?

Alcosta Capital Management, Inc. reports 2 employees.

Where is Alcosta Capital Management, Inc. located?

Alcosta Capital Management, Inc. is based in San Ramon, CA and has been SEC-registered since 2021.

Does Alcosta Capital Management, Inc. disclose fund performance?

Alcosta Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3180 Crow Canyon Pl., Suite 150, San Ramon, CA 94583
Phone888-267-6729
Office hours8:30a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$220.6M
Non-discretionary$0
Total (RAUM)$220.6M