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| Alhambra Investment Management LLC
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|---|---|
| CRD # | 138537 |
| SEC # | 801-66624 |
| CIK # | 0001802696 |
| AUM | 320.2 M (2026-06-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-233-3772 |
| Address | 8925 SW 148 Street Palmetto Bay, FL 33176 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.3 | ||
| Alphabet Inc | 6.6 | ||
| Costco Wholesale Corp /NEW | 5.3 | ||
| Alphabet Inc | 5.0 | ||
| iShares Comex Gold Trust | 3.0 | ||
| Cisco Systems Inc | 2.9 | ||
| Microsoft Corp | 2.7 | ||
| Johnson & Johnson | 2.2 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Home Depot Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 49.3 |
| (b) Individuals (high net worth individuals) | 77 | 257.6 |
| (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 | 7.8 |
| (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 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 533 | 320.2 |
| By Discretionary | ||
| Discretionary | 485 | 249.3 |
| Non-Discretionary | 48 | 70.9 |
| Total | 533 | 320.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 316.8 | |
| Total | 533 | 320.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802696] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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