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ALPha Team Capital LLC (Stockton)


ALPha Team Capital LLC is an adviser based in Stockton. It manages $10 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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ALPha Team Capital provides portfolio management for businesses and institutional clients. 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 Team Capital: assets under management

The assets under management (AUM) of ALPha Team Capital LLC is $10 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPha Team Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Stockton

The principal office where ALPha Team Capital LLC performs its advisory services is located at 3439 Brookside Road, Suite 201, Stockton, CA 95219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 209-888-6007 or by fax 209-951-9920. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.alphateamcapital.com.


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