ALCOSTA CAPITAL MANAGEMENT, INC.
CRD #128679 SEC #801-121923 SAN RAMON, CA 888-267-6729
SEC Registered
Total AUM
$220.6M
Discretionary
$220.6M
Employees
2
Clients
0
Accounts
127
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ORMSBY, ERICK, ELON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ORMSBY, ERICK, ELON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ORMSBY, ERICK, ELON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ORMSBY, ERICK, ELON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ORMSBY, ERICK, ELON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ORMSBY, ERICK, ELON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ORMSBY, ERICK, ELON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
3180 CROW CANYON PL.SUITE 150
SAN RAMON, CA 94583
United States
Phone: 888-267-6729