Alcosta Capital Management, Inc.
● SEC registered since 2021CRD 128679SEC# 801-121923San Ramon, CA
Reg. AUM
$210.2M
Employees
2
Accounts
121
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 $210.2 million in regulatory assets under management and employs 2 people.
Alcosta Capital Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erick Elon Ormsby Control | President And Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does Alcosta Capital Management, Inc. manage?
Alcosta Capital Management, Inc. reports $210.2 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
| Address | 3180 Crow Canyon Pl., Suite 150, San Ramon, CA 94583 |
| Phone | 888-267-6729 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.2M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$210.2Mregulatory AUM
Discretionary $210.2M