ALPha+ Capital Management (Long Beach)

ALPha+ Capital Management is a large advisory firm based in Long Beach. It manages $25.02 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

ALPha+ Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPha+ Capital Management: assets under management

The assets under management (AUM) of ALPha+ Capital Management is $25.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $758.24 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay ALPha+ Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at ALPha+ Capital Management

John Louis May has been acting as President since 1 Jul 1986. John Wallace joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Wallace	Secretary	1 Jun 1986	50% - 75%	1689840
John Louis May	President	1 Jul 1986	50% - 75%	4359609

Based in Long Beach

The principal office where ALPha+ Capital Management performs its advisory services is located at 235 E Broadway, Long Beach, CA 90802, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.