AC
Alva Capital Management, Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 281764
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ADV data as of Jan 12, 2026
- Regulatory AUM
- $8.8M
- Discretionary
- $8.8M
- Clients
- 2
- Avg AUM / client
- $4.4M
- Accounts
- 5
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $2.1M | 24.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $6.2M | 69.9% |
| Charitable organizations | Fewer than 5 clients | $538K | 6.1% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Interactive Brokers $2.7M (30% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 12, 2026.
View current Form ADV (SEC/IAPD) ↗