Cleveralpha
Cleveralpha is an SEC-registered ria in Hawthorne, CA with $28.3M assets under management (AUM, regulatory AUM), +89% over one year. See who owns Cleveralpha: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301620, SEC 801-117634, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $28.3M (2026-05-28)
- Firm type
- Ria
- Location
- Hawthorne, CA
- Employees
- 4
- Clients
- 55
- CRD
- 301620
- Ownership
- Clark, Duncan, Andrew; Cabanes, Richard; Isbell, John; ERNST, MICHAEL, PATRICK; FLORES, LUCIO, ISMAEL
How much AUM does Cleveralpha have?
Cleveralpha reported $28.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Cleveralpha?
Disclosed owners and executives of Cleveralpha include Clark, Duncan, Andrew, Cabanes, Richard, Isbell, John, ERNST, MICHAEL, PATRICK, FLORES, LUCIO, ISMAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.