ALHAMBRA INVESTMENT MANAGEMENT LLC
CRD #138537 SEC #801-66624 PALMETTO BAY, FL 305-233-3772
SEC Registered
Total AUM
$278.6M
Discretionary
$225.3M
Employees
6
Clients
25
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $278.6M | $225.3M | $53.2M | 6 | 0 |
| Mar 2025 | $278.6M | $225.3M | $53.2M | 6 | 0 |
| Oct 2024 | $265.5M | $219.3M | $46.2M | 6 | 0 |
| Apr 2024 | $265.5M | $219.3M | $46.2M | 6 | 0 |
| Mar 2024 | $265.5M | $219.3M | $46.2M | 6 | 0 |
| Nov 2023 | $238.3M | $196.9M | $41.4M | 6 | 0 |
| Nov 2023 | $238.3M | $196.9M | $41.4M | 6 | 0 |
| Nov 2023 | $238.3M | $196.9M | $41.4M | 6 | 0 |
| Jun 2023 | $245.3M | $205.1M | $40.1M | 6 | 0 |
| Apr 2023 | $236.8M | $201.1M | $35.7M | 6 | 0 |
| Mar 2023 | $236.8M | $201.1M | $35.7M | 6 | 0 |
| Mar 2022 | $257.6M | $213.8M | $43.8M | 7 | 0 |
| Mar 2021 | $202.4M | $169.9M | $32.4M | 7 | 0 |
| Nov 2020 | $175M | $147.3M | $27.8M | 6 | 0 |
| Jun 2020 | $175M | $147.3M | $27.8M | 6 | 0 |
| Apr 2020 | $175M | $147.3M | $27.8M | 6 | 0 |
| Oct 2019 | $154.4M | $123.5M | $30.9M | 6 | 0 |
| Mar 2019 | $154.4M | $123.5M | $30.9M | 6 | 0 |
| Mar 2018 | $169.1M | $129.4M | $39.7M | 6 | 0 |
| Mar 2017 | $145.7M | $108M | $37.7M | 6 | 180 |
| Mar 2016 | $143.8M | $98.5M | $45.2M | 6 | 200 |
| Aug 2015 | $156.9M | $111.1M | $45.9M | 6 | 244 |
| Jun 2015 | $156.9M | $111.1M | $45.9M | 8 | 244 |
| Jun 2015 | $160.9M | $113.6M | $47.4M | 8 | 244 |
| Mar 2015 | $160.9M | $113.6M | $47.4M | 8 | 244 |
| Jan 2015 | $159M | $93.3M | $65.7M | 8 | 167 |
| Sep 2014 | $159M | $93.3M | $65.7M | 8 | 167 |
| Mar 2014 | $159M | $93.3M | $65.7M | 8 | 167 |
| Apr 2013 | $111.6M | $80.1M | $31.5M | 5 | 104 |
| Feb 2013 | $100M | $70.1M | $29.9M | 7 | 26 |
| Aug 2012 | $100M | $70.1M | $29.9M | 1 | 26 |
| Jun 2012 | $100M | $70.1M | $29.9M | 1 | 26 |
| Jun 2012 | $100M | $70.1M | $29.9M | 1 | 26 |
| May 2012 | $29.9M | $24.8M | $5.1M | 1 | 26 |
| Apr 2012 | $29.9M | $24.8M | $5.1M | 1 | 26 |
| Mar 2012 | $26.7M | $24.5M | $2.3M | 1 | 26 |
| Aug 2011 | $26M | $24.5M | $1.5M | 5 | -- |
| Jun 2011 | $26M | $24.5M | $1.5M | 5 | -- |
| May 2011 | $26M | $24.5M | $1.5M | 5 | -- |
| May 2011 | $26M | $24.5M | $1.5M | 5 | -- |
| Mar 2011 | $26M | $24.5M | $1.5M | 5 | -- |
DateJul 2025
Total AUM$278.6M
Discretionary$225.3M
Non-Disc.$53.2M
Employees6
Clients0
DateMar 2025
Total AUM$278.6M
Discretionary$225.3M
Non-Disc.$53.2M
Employees6
Clients0
DateOct 2024
Total AUM$265.5M
Discretionary$219.3M
Non-Disc.$46.2M
Employees6
Clients0
DateApr 2024
Total AUM$265.5M
Discretionary$219.3M
Non-Disc.$46.2M
Employees6
Clients0
DateMar 2024
Total AUM$265.5M
Discretionary$219.3M
Non-Disc.$46.2M
Employees6
Clients0
DateNov 2023
Total AUM$238.3M
Discretionary$196.9M
Non-Disc.$41.4M
Employees6
Clients0
DateNov 2023
Total AUM$238.3M
Discretionary$196.9M
Non-Disc.$41.4M
Employees6
Clients0
DateNov 2023
Total AUM$238.3M
Discretionary$196.9M
Non-Disc.$41.4M
Employees6
Clients0
DateJun 2023
Total AUM$245.3M
Discretionary$205.1M
Non-Disc.$40.1M
Employees6
Clients0
DateApr 2023
Total AUM$236.8M
Discretionary$201.1M
Non-Disc.$35.7M
Employees6
Clients0
DateMar 2023
Total AUM$236.8M
Discretionary$201.1M
Non-Disc.$35.7M
Employees6
Clients0
DateMar 2022
Total AUM$257.6M
Discretionary$213.8M
Non-Disc.$43.8M
Employees7
Clients0
DateMar 2021
Total AUM$202.4M
Discretionary$169.9M
Non-Disc.$32.4M
Employees7
Clients0
DateNov 2020
Total AUM$175M
Discretionary$147.3M
Non-Disc.$27.8M
Employees6
Clients0
DateJun 2020
Total AUM$175M
Discretionary$147.3M
Non-Disc.$27.8M
Employees6
Clients0
DateApr 2020
Total AUM$175M
Discretionary$147.3M
Non-Disc.$27.8M
Employees6
Clients0
DateOct 2019
Total AUM$154.4M
Discretionary$123.5M
Non-Disc.$30.9M
Employees6
Clients0
DateMar 2019
Total AUM$154.4M
Discretionary$123.5M
Non-Disc.$30.9M
Employees6
Clients0
DateMar 2018
Total AUM$169.1M
Discretionary$129.4M
Non-Disc.$39.7M
Employees6
Clients0
DateMar 2017
Total AUM$145.7M
Discretionary$108M
Non-Disc.$37.7M
Employees6
Clients180
DateMar 2016
Total AUM$143.8M
Discretionary$98.5M
Non-Disc.$45.2M
Employees6
Clients200
DateAug 2015
Total AUM$156.9M
Discretionary$111.1M
Non-Disc.$45.9M
Employees6
Clients244
DateJun 2015
Total AUM$156.9M
Discretionary$111.1M
Non-Disc.$45.9M
Employees8
Clients244
DateJun 2015
Total AUM$160.9M
Discretionary$113.6M
Non-Disc.$47.4M
Employees8
Clients244
DateMar 2015
Total AUM$160.9M
Discretionary$113.6M
Non-Disc.$47.4M
Employees8
Clients244
DateJan 2015
Total AUM$159M
Discretionary$93.3M
Non-Disc.$65.7M
Employees8
Clients167
DateSep 2014
Total AUM$159M
Discretionary$93.3M
Non-Disc.$65.7M
Employees8
Clients167
DateMar 2014
Total AUM$159M
Discretionary$93.3M
Non-Disc.$65.7M
Employees8
Clients167
DateApr 2013
Total AUM$111.6M
Discretionary$80.1M
Non-Disc.$31.5M
Employees5
Clients104
DateFeb 2013
Total AUM$100M
Discretionary$70.1M
Non-Disc.$29.9M
Employees7
Clients26
DateAug 2012
Total AUM$100M
Discretionary$70.1M
Non-Disc.$29.9M
Employees1
Clients26
DateJun 2012
Total AUM$100M
Discretionary$70.1M
Non-Disc.$29.9M
Employees1
Clients26
DateJun 2012
Total AUM$100M
Discretionary$70.1M
Non-Disc.$29.9M
Employees1
Clients26
DateMay 2012
Total AUM$29.9M
Discretionary$24.8M
Non-Disc.$5.1M
Employees1
Clients26
DateApr 2012
Total AUM$29.9M
Discretionary$24.8M
Non-Disc.$5.1M
Employees1
Clients26
DateMar 2012
Total AUM$26.7M
Discretionary$24.5M
Non-Disc.$2.3M
Employees1
Clients26
DateAug 2011
Total AUM$26M
Discretionary$24.5M
Non-Disc.$1.5M
Employees5
Clients--
DateJun 2011
Total AUM$26M
Discretionary$24.5M
Non-Disc.$1.5M
Employees5
Clients--
DateMay 2011
Total AUM$26M
Discretionary$24.5M
Non-Disc.$1.5M
Employees5
Clients--
DateMay 2011
Total AUM$26M
Discretionary$24.5M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2011
Total AUM$26M
Discretionary$24.5M
Non-Disc.$1.5M
Employees5
Clients--