Alpha Cubed Investments LLC

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Assets, Funds, Holdings

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Alpha Cubed Investments LLC
CRD #159347
SEC #801-77372
CIK #1580830
AUM $1.1 BB (97% Disc, 100% US)
Employees36 (72% Investors, 8% Brokers)
Phone800-701-2457
Address3333 Michelson Dr
Irvine, CA 92612
Links IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
WDC 14,440.0 21.1
AAPL 843,560.0 40.5
VCSH 29.0
MSFT 865,660.0 21.7
PG 249,110.0 20.6
MCD 138,580.0 19.8
CSCO 228,550.0 19.4
JPM 341,670.0 18.6
KO 197,430.0 18.6
UPS 93,620.0 18.5
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Alpha Cubed Investments Holdings - Fund I LP 2014-08-15external
2.0
5.0
View All
Fund Directors # Filings # Firms
Alpha Cubed Investments Holdings LLC 1 1
Steve Alexson 1 1
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Cacti Asset Management LLC
GA
1.2
Optima Fund Management LLC
NY
1.2
Gruber & McBaine Capital Management LLC
CA
1.2
Punch & Associates Investment Management Inc
MN
1.2
Veris Wealth Partners LLC
CA
1.1
CWA Asset Management Group LLC
FL
1.1
Saguenay Strathmore Capital LLC
NY
1.1
Redwood Investment Management LLC
AZ
1.1