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 06/30/17. The fund's latest filing disclosed 395MM in positions, representing 92% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/17. The fund's latest filing disclosed 395MM in positions, representing 92% of the manager's regulatory AUM.
ALEXANDRIA CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ALEXANDRIA CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 5.74% | ETF | 2.13% | 0% | 0 | 21% | ||
| VGK | 4.88% | ETF | 2.63% | 0.02% | 0 | 4% | ||
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FEATURED IN
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 ...
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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
SUITE 105
ALEXANDRIA, Virginia
UNITED STATES, 22311
ALEXANDRIA CAPITAL Contact Information
Phone Number: 703-671-5959
Fax Number: 703-671-0531
Website: null
Fax Number: 703-671-0531
Website: null
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