ALEXANDRIA CAPITAL Overview

Alexandria Capital Llc is an investment advisor that manages 427 MM dollars in regulatory AUM and has 13 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 543MM in positions, representing 127% of the manager's regulatory AUM.

ALEXANDRIA CAPITAL StockAlpha

-3.3%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ALEXANDRIA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VGK 3.89% ETF -2.05% -0.27% 0 4%
SPY 3.82% ETF 4.72% 0% 0 29%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ALEXANDRIA CAPITAL Founders and Key Employees

Name Title In Position Since
Augustine S. Hong Chief Executive Officer March-2010
Theresa Lee Chief Compliance Officer March-2012

ALEXANDRIA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

ALEXANDRIA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Types of Investments

Investment advice may be offered on any investments held by a client at the start of the advisory relationship. Recommendations for new investments will typically be limited to domestic or foreign debt and equity securities, United States municipal and government securities, US registered mutual funds and exchange traded funds, real estate investment trusts (REITS), direct participation programs such as limited partnerships, private placements and options.

Investment Strategies

The primary investment strategy used in client accounts is strategic asset allocation. For most clients, ACAP uses a combination of passively-managed index and exchange-traded funds as core investments, along with actively-managed funds where there are opportunities for them to add value. Portfolios are globally diversified among U.S. equities, foreign equities and high-quality fixed income ...
Unlock Full Investment Process Description

ALEXANDRIA CAPITAL Portfolio Concentration

ALEXANDRIA CAPITAL Location

4900 SEMINARY ROAD
SUITE 105
ALEXANDRIA, Virginia
UNITED STATES, 22311

ALEXANDRIA CAPITAL Contact Information

Phone Number: 703-671-5959
Fax Number: 703-671-0531
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A