San Francisco, CA Office

Alder Capital is an SEC‑registered advisory firm founded in 2026 that provides discretionary wealth management, investment management, financial planning, and fund advisory services to high‑net‑worth individuals, family offices, trusts, estates and institutions, as well as privately offered pooled funds. The firm constructs portfolios using ETFs, options, stocks, bonds, mutual funds and alternative investments and may recommend independent third‑party managers for portions of client accounts.

The firm describes a primarily long‑term, fundamentally driven investment approach while retaining discretion to buy, sell or reallocate positions to meet client objectives and market conditions; portfolios are tailored by asset allocation, manager selection and tax considerations and are monitored on an ongoing basis with formal reviews at least annually. Alder also emphasizes client engagement and oversight of independent managers, and it documents restrictions, suitability and periodic reporting as part of its wealth management process.

What is distinctive about Alder compared with many peers is its active role managing a related private fund and its use of performance‑based compensation arrangements for qualified investors, which the firm discloses can create conflicts of interest and describes steps to mitigate (for example, disclosures, a code of ethics, and fee accommodations on invested fund assets). The firm is small and newly established (three advisory professionals, AUM to be reported in subsequent filings) and explicitly discloses potential conflicts from recommending affiliated investments and from personal trading policies.