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Albert Investments, LLC

● SEC registered since 2018CRD 298006SEC# 801-114361Santa Barbara, CA
Export (members)
Reg. AUM
$21M
Employees
3
Accounts
230,377
Location
Santa Barbara, CA

Albert Investments, LLC assets under management

Albert Investments, LLC operates as an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2018. It reports $21 million in regulatory assets under management and employs 3 people.
albert.comView on SEC.gov ↗

Albert Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Albert Corporation ControlOwnerOver 75%2018
Michael J Friedman ControlHead Of Ria & CcoUnder 5%2023

Frequently asked questions

How much does Albert Investments, LLC manage?

Albert Investments, LLC reports $21 million in regulatory assets under management on its Form ADV.

How many employees does Albert Investments, LLC have?

Albert Investments, LLC reports 3 employees.

Where is Albert Investments, LLC located?

Albert Investments, LLC is based in Santa Barbara, CA and has been SEC-registered since 2018.

Does Albert Investments, LLC disclose fund performance?

Albert Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address126 E Haley St, Suite A2, Santa Barbara, CA 93101
Phone844-891-9309
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$21M
Non-discretionary$0
Total (RAUM)$21M