Alexandria Capital is an investment advisor in Arlington with $1.34 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
800575600
SEC advisor number
801-62471
FINRA CRD number
129120
AUM ?
$1.34 bn
(as of 31 Mar 21)
Accounts
2,040
(as of 31 Mar 21)
Employees
20
(11 investment advisory or research)
Address
Alexandria Capital
1300 17TH STREET N
SUITE 840
ARLINGTON
VA 22209
1300 17TH STREET N
SUITE 840
ARLINGTON
VA 22209
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
202-391-0170
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hong, Augustine, Sung Chun | Chief Executive Officer | 03/2010 | 10-25% |
Lee, Theresa | Chief Compliance Officer | 03/2012 | < 5% |
Hong, Augustine, Sung Chun | Member | 04/2010 | 25-50% |
Park, Chansuk, Steven | Member | 01/2011 | 25-50% |
Alexandria PHL, LLC | Member | 05/2016 | 50-75% |
Fic Capital, Inc. | Member | 11/2017 | 25-50% |
Waterhouse, Lawrence, Michael | Executive Director | 12/2017 | 10-25% |
Ferguson, Jonathan, Andrew | Managing Partner, Chief Investment Officer | 12/2017 | 10-25% |
Ferguson, Jonathan, Andrew | Member | 12/2017 | 25-50% |
Waterhouse, Lawrence, Michael | Member | 12/2017 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Dec 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
27 Nov 20
13F-HR
Quarterly holdings report by institutional manager
13 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
13F-HR
Quarterly holdings report by institutional manager
11 Feb 20
13F-HR
Quarterly holdings report by institutional manager
1 Nov 19
13F-HR
Quarterly holdings report by institutional manager
12 Aug 19