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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Cubed Investments LLC
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| CRD # | 159347 |
| SEC # | 801-77372 |
| CIK # | 0001580830 |
| AUM | $3.0 B (2025-05-20) |
| Employees | 34 (71% Investors, 6% Brokers) |
| Phone | 800-701-2457 |
| Address | 1124 Bristol St Costa Mesa, CA 92626 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001580830 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Quanta Services Inc | 0.1 | ||
| Palo Alto Networks Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Goldman Sachs Group Inc | 0.1 | ||
| American Electric Power Co Inc | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| FPL Group Inc | 0.1 | ||
| American Tower Corp /MA/ | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Eaton Corp Ltd | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| CME Group Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Alpha Cubed Investments Holdings - Fund I LP | [2014-10-15] | 2.0 | 5.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 791 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,137 | 2.8 |
| (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 | 4,786 | 3.0 |
| By Discretionary | ||
| Discretionary | 4,728 | 3.0 |
| Non-Discretionary | 58 | 0.0 |
| Total | 4,786 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 4,786 | 3.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alpha Cubed Investments Holdings LLC | 1 | ||
| Steve Alexson | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001580830] |
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