# Alcosta Capital Management

Alcosta Capital Management is a Bank / Wealth / Trust based in San Ramon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Ramon, United States
- **Region:** North America
- **Address:** San Ramon, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** alcostacapital.com
- **LinkedIn:** https://www.linkedin.com/company/alcosta-capital-management-inc.

## Regulatory record

- **CRD number:** 128679
- **SEC file number:** 801-121923
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128679

## About

Alcosta Capital Management functions as a US-based wealth manager. It holds status as a registered investment advisor. The firm supplies investment advisory services, financial planning, and portfolio management. Clients include individuals, trusts, and pension plans. No recent operational events appear in available records. Team size, office locations beyond headquarters, and adjacent vehicles remain undisclosed. The firm follows a conventional advisory mandate with no documented co-investor clubs or hybrid structures.

## Questions

### Who runs investment decisions at Alcosta Capital Management?

No named principals or investment committee members appear in public sources.

### Does Alcosta Capital Management participate in fund commitments or only direct deals?

Available information shows only advisory and portfolio management services with no fund commitments disclosed.

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- [Alcor](https://altss.com/profile/alcor)
- [Alcuin Capital Partners](https://altss.com/profile/alcuin-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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