Investment adviser · CRD 140508

ALEXANDER CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

NEW CANAAN, CT, United States · Form ADV filed Mar 16, 2026

Regulatory AUM: $104M
Client accounts: 17
Employees: 3
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	1	$92,211,000	88.5%
High-net-worth individuals	10	$11,446,000	11.0%
Individuals	6	$511,000	0.5%

Filing source

Form ADV 2068779 · Mar 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THE PLATO FUND, LPHedge Fund · Last reported Mar 16, 2026$92.2MGross asset value

Form D fundraising filings

PLATO FUND LP

Fund administrator ULTIMUS PRIVATE FUND SOLUTIONS, LLC CINCINNATI, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, P.C. PHILADELPHIA, Pennsylvania, United States

Custodian NORTHERN TRUST SECURITIES, INC. CHICAGO, Illinois, United States Related to adviser: No

Prime broker NORTHERN TRUST SECURITIES, INC. CHICAGO, Illinois, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO USA, P.C.
PCAOB 243

NORTHERN TRUST SECURITIES, INC.
SEC 8-23689

NORTHERN TRUST SECURITIES, INC.
CRD 7927 · SEC 8-23689

Fund details & source

Fund ID: 805-6800692051
Reported beneficial owners: 18
Minimum commitment: $500K
Form D file number: 021-129769

Form ADV 2068779 · Mar 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 16, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

125 ELM STREET
NEW CANAAN, CT, 06840-0201, United States

CRD 140508

Filing source

Form ADV 2068779 · Mar 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.