The ALEXANDER CAPITAL WEALTH MANAGEMENT is a privately held investment adviser that advises $822.77mn 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 365.97% over the last 5-years.
The Group has been registered with the SEC for 7.76 years and is comprised of 2 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 11834 CR 101 SUITE 203, THE VILLAGES, FL. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 33 employees comprised of 30 investment and 3 non-investment staff. The total number of Employees increased by 153.85% over the last 5-years.
Their $822.77mn 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 $610.66mn or 74.22% of Total Assets and High Net Worth Individuals own $140.22mn or 17.04% 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 $300mn in assets.
The Group discloses 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.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In ALEXANDER CAPITAL WEALTH MANAGEMENT's case, they have 17 business conditions that require high process maturity and 3 Watch Factors.