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Alcosta Capital Management, Inc. CRD 128679
$210M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3180 Crow Canyon Pl. Suite 150, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-28 |
| CA | RA | APPROVED | 2003-11-04 |
Branch Locations
3180 Crow Canyon Pl. Suite 150, San Ramon, CA 94583 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alcosta Capital Management, Inc. | San Ramon | CA | 12/2002 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-14 |
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