Albert Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Albert Investments LLC
CRD #298006
SEC #801-114361
CIK #0001717872
AUM $17.7 MM (2023-03-31)
Employees 15 (53% Investors, 100% Brokers)
Phone844-891-9309
Address3534 Hayden Ave
Culver City, CA 90232
Source [IAPD] [EDGAR] [Website] [Twitter] [Instagram]
Total AUM ($MM)
2016128402010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 80,235 17.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 80,235 17.7
By Discretionary
Discretionary 40,515 12.4
Non-Discretionary 39,720 5.3
Total 80,235 17.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 17.7
Total 80,235 17.7
EDGAR Form CIK 2011 - 2024
D [0001717872]
Comparable Firms State AUM ($BB)
Retirable Inc
NY 0.0
Composer Technologies Inc
0.0
Broadway Financial Management LLC
NY 0.0
Quanta Finance Sa
0.0
Tall Pines Capital LLC
IL 0.0
Qienna Wealth Management Inc
0.0
Asbury Investment Management LLC
IL 0.0
Unest Advisers LLC
CA 0.0
KRL Financial Planning & Investing LLC
0.0
BP Capital Fund Advisors LLC
TX 0.0
Terms | Privacy | Guide
tony@aum13f.com