Cleveralpha Asset Management LLC

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Assets, Funds, Holdings

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Cleveralpha Asset Management LLC
CRD #301620
SEC #801-117634
CIK #
AUM $15.0 M (2025-03-26)
Employees 3 (67% Investors, 67% Brokers)
Phone310-293-7837
Address
Source [IAPD] [Website]
Total AUM ($M)
151296302011201620212026
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
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