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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $220.6M | $220.6M | $0 | 2 | 0 |
| Mar 2024 | $173.5M | $173.5M | $0 | 2 | 0 |
| Nov 2023 | $134.7M | $134.7M | $0 | 2 | 0 |
| Mar 2023 | $134.7M | $134.7M | $0 | 2 | 0 |
| Apr 2022 | $207.6M | $207M | $584.9K | 3 | 0 |
| Mar 2022 | $207.6M | $207M | $584.9K | 3 | 0 |
| Jun 2021 | $177M | $176.3M | $696.8K | 3 | 0 |
DateMar 2025
Total AUM$220.6M
Discretionary$220.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$207.6M
Discretionary$207M
Non-Disc.$584.9K
Employees3
Clients0
DateMar 2022
Total AUM$207.6M
Discretionary$207M
Non-Disc.$584.9K
Employees3
Clients0
DateJun 2021
Total AUM$177M
Discretionary$176.3M
Non-Disc.$696.8K
Employees3
Clients0