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| Keyboard |
| Cleveralpha Asset Management LLC
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|---|---|
| CRD # | 301620 |
| SEC # | 801-117634 |
| CIK # | |
| AUM | 28.3 M (2026-05-28) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-293-7837 |
| Address | 5155 West Rosecrans Avenue Hawthorne, CA 90250 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 2.7 |
| (b) Individuals (high net worth individuals) | 11 | 25.6 |
| (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 | 74 | 28.3 |
| By Discretionary | ||
| Discretionary | 74 | 28.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 74 | 28.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.3 | |
| Total | 74 | 28.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Emstone Advisers LLC
✚
|
PA | 29.3 M |
|
Goldstone Portfolios Incorporated
✚
|
29.1 M | |
|
Beckett Clark Private Wealth LLC
✚
|
MD | 28.6 M |
|
Mount Murray Investment Inc
✚
|
28.2 M | |
|
Rosenbaum Lanny Kevin
✚
|
NY | 28.2 M |
|
Dominari Securities LLC
✚
|
NY | 28.0 M |
|
Derivaty Co
✚
|
NY | 28.0 M |
|
Tancook Investment Management Limited
✚
|
27.5 M | |
|
St Bernard Asset Management Inc
✚
|
AR | 27.4 M |
|
Avrio Wealth LLC
✚
|
NY | 27.3 M |