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| Alpha Cubed Investments LLC
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|---|---|
| CRD # | 159347 |
| SEC # | 801-77372 |
| CIK # | 0001580830 |
| AUM | 3,778.8 M (2026-03-23) |
| Employees | 29 (76% Investors, 7% Brokers) |
| Phone | 800-701-2457 |
| Address | 1124 Bristol St Costa Mesa, CA 92626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Quanta Services Inc | 0.1 | ||
| Palo Alto Networks Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Alpha Cubed Investments Holdings - Fund I LP | [2014-10-15] | 2.0 M | 5.0 M |
| Filed 2014-08-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 749 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,309 | 3.5 |
| (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 | 5,128 | 3.8 |
| By Discretionary | ||
| Discretionary | 5,088 | 3.8 |
| Non-Discretionary | 40 | 0.0 |
| Total | 5,128 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 5,128 | 3.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Alpha Cubed Investments Holdings LLC | Executive Officer | 1 | 1 | |
| Steve Alexson | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001580830] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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