RIA Intel›Advisers›Massachusetts›ALTERNATIVE CAPITALIS, LLC

ALTERNATIVE CAPITALIS, LLC

Advisory

WRENTHAM, MA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in MA

#972

of 1,590 advisers by AUM

Average account

$467K

across 231 accounts

AUM per adviser

$54M

2 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$108M

Discretionary AUM$108M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients101

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, ME, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

101 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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