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ALTERNATIVE CAPITALIS, LLC
CRD 282775
46 SOUTH ST, WRENTHAM, MA, 02093, United States
Phone
551-258-3476 / 617-841-7141
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.8M
Discretionary AUM
$107.8M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $24.9M |
| High net worth individuals | 33 | $81.0M |
| Pension/profit sharing plans | 4 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD