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Founder, Managing Partner, and Chief Compliance Officer · Alder Capital

Michael C. Licosati

CRD 3253972 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Alder Capital, an SEC-registered asset manager based in SAN Diego, CA with $0 in regulatory assets, lists Michael C. Licosati on its Form ADV as Founder, Managing Partner, and Chief Compliance Officer, a control person. The SEC filings also name Michael at 1 other registered adviser.

Firms and roles

  • Alder CapitalFounder, Managing Partner, and Chief Compliance OfficerAsset manager · SAN Diego, CA · $0M in regulatory assets
  • Pacific Point Advisors, LLCMemberWealth manager · SAN Diego, CA · $390M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Henry W. WinshipManaging Member, Chief Compliance Officer, Pacific Point Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.