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Cleveralpha Asset Management LLC
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CRD # | 301620 |
SEC # | 801-117634 |
CIK # | |
AUM | $15.0 M (2025-03-26) |
Employees | 3 (67% Investors, 67% Brokers) |
Phone | 310-293-7837 |
Address | |
Source | [IAPD] [Website] |
Total AUM ($M) |
---|
AUM Breakdown | Accounts | AUM ($M) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 35 | 2.1 |
(b) Individuals (high net worth individuals) | 8 | 12.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 55 | 15.0 |
By Discretionary | ||
Discretionary | 55 | 15.0 |
Non-Discretionary | 0 | 0.0 |
Total | 55 | 15.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 15.0 | |
Total | 55 | 15.0 |
Comparable Firms | State | AUM ($B) |
---|---|---|
Every Securities LLC
✚
|
CA | 0.0 |
ETF Model Solutions LLC
✚
|
WI | 0.0 |
Atlantis Asset Management LLC
✚
|
0.0 | |
LFN Advisors Inc
✚
|
MI | 0.0 |
Principled Advisors Inc
✚
|
0.0 | |
MCA Cross Border Advisors Inc
✚
|
0.0 | |
Active Wealth Advisors LLC
✚
|
NJ | 0.0 |
Wealthetic LLC
✚
|
CA | 0.0 |
St Bernard Asset Management Inc
✚
|
AR | 0.0 |
Honeytree Investment Management Ltd
✚
|
0.0 |