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| Happy Holidays!! thanks for using AUM13F!! |
| Focused Alpha LLC
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| CRD # | 310591 |
| SEC # | 801-121367 |
| CIK # | 0001575829 |
| AUM | $561.9 M (2025-03-12) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 303-529-5100 |
| Address | 1401 Lawrence Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 379 | 127.2 |
| (b) Individuals (high net worth individuals) | 130 | 284.0 |
| (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 | 118.8 |
| (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 | 9 | 32.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,481 | 561.9 |
| By Discretionary | ||
| Discretionary | 1,473 | 548.9 |
| Non-Discretionary | 8 | 13.0 |
| Total | 1,481 | 561.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 561.9 | |
| Total | 1,481 | 561.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001575829] |
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FL | 0.6 |
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Rowland Miller Partners LLC
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TN | 0.6 |
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0.6 | |
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IN | 0.6 |
|
Rock Point Advisors LLC
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VT | 0.6 |
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Tradewinds LLC
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NC | 0.6 |