OPEN ACCOUNT

Registration Documents

CapitalAlphabet is a registered investment advisor with Texas, We manage separately managed accounts(SMAs) for clients on a discretionary basis.

You can find our Privacy Policy, Forms ADV, ADV Part 2A & 2B. If you prefer, contact us directly, and we'll gladly provide copies of these or any other legal documents you need.

Once you're ready to open an account managed by CapitalAlphabet, simply email us at capitalalphamgmt@gmail.com. We'll send you the necessary documents, and upon completion, you'll receive an email with a link to directly open your Interactive Brokers account.

We manage Individual, Joint, Traditional IRA, Rollover IRA, Roth IRA, SEP IRA, Inherited IRA, Trust, LLC accounts and Endowment accounts.

For Non-US Clients

Our flagship product offers zero management fees and we only charge a performance allocation of 25% of your net annual profits that exceed a 6% annual hurdle rate.This means we only profit when your investments generate profits above 6% and Our fees are calculated based on increases in your account's Net Asset Value (NAV) beyond its previous year-end high (high-water mark). In simpler terms, we succeed only when you succeed.We manage Indian investors, read this for more info