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Alhambra Investment Management LLC

● SEC registered since 2006CRD 138537SEC# 801-66624Palmetto Bay, FL
Export (members)
Reg. AUM
$278.6M
Employees
6
Accounts
486
Location
Palmetto Bay, FL

Alhambra Investment Management LLC assets under management

Alhambra Investment Management LLC is an investment advisory firm registered with the SEC based in Palmetto Bay, FL. The firm has been registered since 2006. It reports $278.6 million in regulatory assets under management and employs 6 people.

Alhambra Investment Management LLC owners & executives

6 reported
NameTitleOwnershipSince
Alhambra Investment Partners LLC ControlOwner And Managing MemberOver 75%2011
Joseph Youngblood Calhoun ControlChief Executive OfficerUnder 5%2006
Juan Marcelo Perez ControlChief Compliance Officer/Chief Operating OfficerUnder 5%2023
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Frequently asked questions

How much does Alhambra Investment Management LLC manage?

Alhambra Investment Management LLC reports $278.6 million in regulatory assets under management on its Form ADV.

How many employees does Alhambra Investment Management LLC have?

Alhambra Investment Management LLC reports 6 employees.

Where is Alhambra Investment Management LLC located?

Alhambra Investment Management LLC is based in Palmetto Bay, FL and has been SEC-registered since 2006.

Does Alhambra Investment Management LLC disclose fund performance?

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

Contact & registration

Address8925 SW 148 Street, Suite 214, Palmetto Bay, FL 33176
Phone305-233-3772
Fax305-397-1686
Office hours9a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1802696
Discloses disciplinary historyNo

Assets under management

Discretionary$225.3M
Non-discretionary$53.2M
Total (RAUM)$278.6M