ALCOSTA CAPITAL MANAGEMENT, INC.

ALCOSTA CAPITAL MANAGEMENT, INC. of SAN RAMON, CA is an SEC-registered investment adviser (CRD 128679). Regulatory assets under management: $210.2M.

Registration

• CRD: 128679
• SEC file number: 801-121923
• Type: Registered investment adviser
• Location: 3180 CROW CANYON PL., SUITE 150, SAN RAMON, CA, 94583
• Phone: 888-267-6729
• Latest filing: 2026-03-25
• Regulatory AUM: $210.2M
• Discretionary AUM: $210.2M
• Clients: 2
• Accounts: 121

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 128679 on SEC IAPD (source of record)
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