RIA Intelligence

ALFRED CAPITAL MANAGEMENT, LLC

CRD #145188 SEC #801-68393 LA JOLLA, CA (858) 453-8400
SEC Registered
Total AUM
$5.9M
Discretionary
$5.9M
Employees
5
Clients
10
Accounts
28

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 4, 2008
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALFRED, DEIRDRE, SHAUGHNESSYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
ALFRED, MICHAEL, SHAUGHNESSYIMANAGING MEMBERD Control
ALFRED, MICHAEL, SHAUGHNESSYIPARTNERD Control
ALFRED, MICHAEL, SHAUGHNESSYIMANAGING MEMBERD Control
ALFRED, RYAN, SHAUGHNESSYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
ALFRED, RYAN, SHAUGHNESSYIPARTNER AND CHIEF COMPLIANCE OFFICERD Control
ALFRED, RYAN, SHAUGHNESSYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Jan 4, 2008 REGISTERED

Notice Filings (1)

CA

Address

4250 EXECUTIVE SQUARE, SUITE 528
LA JOLLA, CA 92037
USA
Phone: (858) 453-8400