Alstra Capital Management, LLC (New York)

Alstra Capital Management, LLC is a large advisory firm based in New York. It manages $1.6 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005.

Alstra Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alstra Capital Management: assets under management

The assets under management (AUM) of Alstra Capital Management, LLC is $1.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $533.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alstra Capital Management, 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.

Careers at Alstra Capital Management, LLC

Daniel Hoinacki has been acting as President since 1 Oct 2005. Zack Hampton Bacon joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Zack Hampton Bacon	Ceo	1 Oct 2005	Other	4412959
Daniel Hoinacki	President	1 Oct 2005	Other	2480085
Douglas Maitland Reid	Managing director	1 Oct 2005	Other	2403015
Christopher Straton Podaras	Coo	1 Oct 2005	Other	5073554
Robert Stephen Bodey	Cfo	1 Oct 2005	Other	4456387
Alstra Capital Associates	Domestic entity	1 Oct 2005	75% - 100%	20-1436752
Kendall Management Investments Llc	Domestic entity	1 Oct 2005	Other	13-4135141

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Zack Hampton Bacon	Ceo	1 Sep 2005	50% - 75%	4412959

Based in New York

The principal office where Alstra Capital Management, LLC performs its advisory services is located at 1633 Broadway, New York, NY 10019, 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 212-621-8060 or by fax 212-621-8100. The normal business hours are 9am-5pm on Monday - Friday.