Albert Investments, LLC
Albert Investments, LLC is an SEC-registered mass-market adviser in Santa Barbara, CA with $22.7M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Albert Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298006, SEC 801-114361, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $22.7M (2026-02-03)
- Firm type
- Mass-Market Adviser
- Location
- Santa Barbara, CA
- Employees
- 3
- Clients
- 209,650
- CRD
- 298006
- Ownership
- RAVID, YINON, ARIE; CHERRY, JOHN, WALTER; Katz, Malcolm, Gregory; FRIEDMAN, MICHAEL, J; ALBERT CORPORATION
How much AUM does Albert Investments, LLC have?
Albert Investments, LLC reported $22.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Albert Investments, LLC?
Disclosed owners and executives of Albert Investments, LLC include RAVID, YINON, ARIE, CHERRY, JOHN, WALTER, Katz, Malcolm, Gregory, FRIEDMAN, MICHAEL, J, ALBERT CORPORATION. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.