Alcosta Capital Management, Inc.

Alcosta Capital Management, Inc. is a registered investment advisor established in November 2003 and located in San Ramon, CA. The firm offers discretionary management of investment portfolios, specializing in U.S. listed stocks and investment grade bonds across various model portfolios. As of December 31, 2024, the firm manages approximately $220,583,462 on a discretionary basis. Clients are charged fees based on a tiered structure depending on the account's asset value, with fees ranging from 0.60% to 2.00% annually. Alcosta does not provide portfolio management services to wrap fee programs and is not accepting new clients for certain strategies. The firm's investment strategies involve quantitative and fundamental analysis to identify U.S. stocks with high risk-adjusted returns. Alcosta does not receive performance-based fees and primarily serves individuals, trusts, and pension plans, typically requiring a minimum of $500,000 under management. The firm's principal officer is Erick E. Ormsby, who has a BS in Economics and has been the President since December 2002. Alcosta does not have any disciplinary information to report, and Mr. Ormsby does not engage in other business activities or receive additional compensation for advisory services.