# DAVID, ALAN R.

DAVID, ALAN R. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 155700
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155700

## About

DAVID, ALAN R. is a state-registered investment adviser in San Jose, CA. It has one employee and one investment adviser. The firm is based in San Jose.

## People

- Alan R. David — Principal

## Questions

### Does DAVID, ALAN R. publicly disclose its assets under management?

No. The firm does not report its AUM in any public filings or media sources. Its deployment scale remains unknown.

### What is the wealth origin of DAVID, ALAN R.?

The origin of the underlying wealth is not disclosed in public records. No known business or inheritance source has been attributed to Alan R. David.

### Does DAVID, ALAN R. participate in co-investments or fund commitments?

No public data exists regarding co-investment activity or fund commitments from this firm. Deal flow and partnership structures are not disclosed.

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- [Perspective Asset Management](https://altss.com/profile/perspective-asset-management-llc)
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Last updated: 2026-07-06T01:24:15.093Z

Canonical page: https://altss.com/profile/david-alan-r

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