Alpha Cubed Investments LLC

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Assets, Funds, Holdings

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CAFR Data
Alpha Cubed Investments LLC
CRD #159347
SEC #801-77372
CIK #1580830
AUM $1.5 BB (97% Disc, 100% US, 2020-03-03)
Employees30 (77% Investors, 7% Brokers)
Phone800-701-2457
Address18301 von Karman Ave
Irvine, CA 92612
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1530122491861230602010201320172021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 31.5
SDY 27.7
VCSH 25.0
MSFT 1,376,930.0 23.3
MCD 137,440.0 20.7
KO 197,950.0 20.4
VZ 224,690.0 19.8
INTC 263,950.0 19.5
AMGN 130,830.0 18.4
JNJ 381,110.0 17.9
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Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Alpha Cubed Investments Holdings - Fund I LP [2014-08-15] 2.0 5.0
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Fund Directors # Filings # Firms 2011 - 2020
Steve Alexson 1 1
Alpha Cubed Investments Holdings LLC 1 1
Comparable Firms State AUM ($BB)
Zadig Gestion Luxembourg SA
1.6
CWA Asset Management Group LLC
FL 1.6
Dalton Greiner Hartman Maher & Co LLC
NY 1.5
361 Capital LLC
CO 1.5
HHR Asset Management LLC
NJ 1.5
Veris Wealth Partners LLC
CA 1.5
Halyard Asset Management LLC
NY 1.5
Poplar Forest Capital LLC
CA 1.5
Kinetics Asset Management LLC
NY 1.5
LGL Partners LLC
PA 1.4
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