ADVANTAGE ALPHA CAPITAL PARTNERS LP

1160 Battery Street
East Building, Suite 100
San Francisco, California 94111
Tel: (415) 343-7077

About ADVANTAGE ALPHA CAPITAL PARTNERS LP

ADVANTAGE ALPHA CAPITAL PARTNERS LP, formally registered with the SEC as ADVANTAGE ALPHA CAPITAL PARTNERS LP. The firm was established in 04/29/2019. They have over 1 offices throughout the country.

ADVANTAGE ALPHA CAPITAL PARTNERS LP is a San Francisco, California based Financial Planning firm with nearly $543,385,728 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297816
SEC#	801-115161
Assets Managed by Firm	$543,385,728
No. of Clients	4
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$543,385,728
Charitable organizations	1	$41,025,677

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