Alvarado Management Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alvarado Management Company (doing business as Tallac Corporation) is a small, state-registered investment adviser that provides discretionary portfolio management to a very limited client base, including individually managed accounts such as retirement accounts and at least one corporate account. The firm manages a modest pool of client assets and evaluates prospective clients for suitability and investor sophistication before establishing accounts.
Investment decisions are driven by fundamental analysis, with a primary focus on common stocks and company SEC filings. Accounts are managed on a discretionary basis with daily monitoring, monthly reconciliations, and periodic written performance reports, and the firm advises clients to compare custodian statements to its reports.
What distinguishes the firm from many peers is its solo-practitioner structure combined with a mix of percentage-of-assets and performance-based compensation arrangements, with performance fees applied only after prior losses are recovered. The brochure also discloses potential conflicts from personal trading in the same securities as clients and notes that clients retain proxy voting authority.
Client services
Expertise
Fee options
20% of net profits of the account, assessed annually on profits exceeding prior cumulative losses
Account minimum: $1,000,000
Main office
505 Sansome Street, Suite 1501
San Francisco CA 94111
Advisors at this office
1
Most active in
California
Also doing business as
Alvarado Management Company · Tallac Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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