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| Cleveralpha Asset Management LLC
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|
|---|---|
| CRD # | 301620 |
| SEC # | 801-117634 |
| CIK # | |
| AUM | $8.2 MM (2023-01-03) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 310-293-7837 |
| Address | 3005 Walnut Manhattan Beach, CA 90266 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 8.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 8.2 |
| By Discretionary | ||
| Discretionary | 17 | 8.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.2 | |
| Total | 17 | 8.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Principled Advisors Inc
✚
|
FL | 0.0 |
|
Rise Vest Investments LLC
✚
|
SC | 0.0 |
|
Ententvest Inc
✚
|
CA | 0.0 |
|
Karner Blue Capital LLC
✚
|
MD | 0.0 |
|
Equity Logic LLC
✚
|
0.0 | |
|
Center Hill Wealth LLC
✚
|
TN | 0.0 |
|
Ekstrand Financial LLC
✚
|
TN | 0.0 |
|
Clarivor LLC
✚
|
NY | 0.0 |
|
Brightplan LLC
✚
|
CA | 0.0 |
|
Pacific Equity LLC
✚
|
0.0 |