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Alexandra Dest Capital Management, LLC (Pittsfield)


Alexandra Dest Capital Management, LLC is a large advisory firm based in Pittsfield. It manages $66.87 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Massachusetts, New York, and Texas.




Alexandra Dest Capital Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alexandra Dest Capital Management: assets under management

The assets under management (AUM) of Alexandra Dest Capital Management, LLC is $66.87 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $63.2 million in discretionary accounts and $3.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $445.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $919.14 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Alexandra Dest Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pittsfield

The principal office where Alexandra Dest Capital Management, LLC performs its advisory services is located at 55 Church Street, Pittsfield, MA 01201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 413-236-2980 or by fax 413-236-2988. The normal business hours are 8:00 - 4:30 on Monday - Friday.


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