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Alpha Cubed Investments, LLC

CRD 159347SEC# 801-77372Costa Mesa, CA
Export (members)
No longer SEC-registered. Alpha Cubed Investments, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.03B
Employees
34
Accounts
4,786
Location
Costa Mesa, CA

Alpha Cubed Investments, LLC assets under management

Alpha Cubed Investments, LLC is a registered investment adviser overseen by the SEC based in Costa Mesa, CA. It reports $3 billion in regulatory assets under management and employs 34 people.

Alpha Cubed Investments, LLC owners & executives

5 reported
NameTitleOwnershipSince
Cameron Neil Kirdahy ControlChief Compliance OfficerUnder 5%2025
Christina Marie Conatser ControlChief Operating OfficerUnder 5%2025
Darin Albert SimonianSilent Owner5-10%2016
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Frequently asked questions

How much does Alpha Cubed Investments, LLC manage?

Alpha Cubed Investments, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Alpha Cubed Investments, LLC have?

Alpha Cubed Investments, LLC reports 34 employees.

Where is Alpha Cubed Investments, LLC located?

Alpha Cubed Investments, LLC is based in Costa Mesa, CA.

Does Alpha Cubed Investments, LLC disclose fund performance?

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

Contact & registration

Address1124 Bristol St., Costa Mesa, CA 92626
Office hours6:30 a.m. To 4:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.99B
Non-discretionary$34.6M
Total (RAUM)$3.03B