Alder Capital, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343367
· SEC file 801-136991
· San Diego, CA
· aldercap.com
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ADV data as of Aug 05, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Jul 1, 2026
Aug 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗