ALPHA CUBED INVESTMENTS, LLC
CRD #159347 SEC #801-77372 COSTA MESA, CA (800) 701-2457
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
34
Clients
10
Accounts
4,786
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3B | $3B | $34.6M | 34 | 3 |
| Apr 2025 | $3B | $3B | $34.6M | 34 | 3 |
| Mar 2025 | $3B | $3B | $34.6M | 34 | 3 |
| Nov 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| Oct 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| Sep 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| Aug 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| Jun 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| May 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| Mar 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| Jan 2024 | $2.5B | $2.5B | $25M | 35 | 4 |
| Dec 2023 | $2B | $1.9B | $29.1M | 35 | 2 |
| Dec 2023 | $2B | $1.9B | $29.1M | 35 | 2 |
| Sep 2023 | $2B | $1.9B | $29.1M | 35 | 2 |
| Sep 2023 | $2B | $1.9B | $29.1M | 35 | 2 |
| May 2023 | $2B | $1.9B | $29.1M | 35 | 2 |
| Mar 2023 | $2B | $1.9B | $29.1M | 35 | 2 |
| Mar 2023 | $2B | $1.9B | $29.1M | 35 | 2 |
| Feb 2023 | $2B | $2B | $43M | 30 | 2 |
| Oct 2022 | $2B | $2B | $43M | 30 | 2 |
| Sep 2022 | $2B | $2B | $43M | 30 | 2 |
| Aug 2022 | $2B | $2B | $43M | 30 | 2 |
| Jun 2022 | $2B | $2B | $43M | 30 | 2 |
| May 2022 | $2B | $2B | $43M | 30 | 2 |
| May 2022 | $2B | $2B | $43M | 30 | 2 |
| Apr 2022 | $2B | $2B | $43M | 30 | 2 |
| Apr 2022 | $2B | $2B | $43M | 30 | 2 |
| Mar 2022 | $2B | $2B | $43M | 30 | 2 |
| Feb 2022 | $2B | $2B | $43M | 30 | 2 |
| Nov 2021 | $1.6B | $1.6B | $54.4M | 33 | 1 |
| Sep 2021 | $1.6B | $1.6B | $54.4M | 33 | 1 |
| Jul 2021 | $1.6B | $1.6B | $54.4M | 33 | 1 |
| Jun 2021 | $1.6B | $1.6B | $54.4M | 33 | 1 |
| Jun 2021 | $1.6B | $1.6B | $54.4M | 33 | 1 |
| Mar 2021 | $1.6B | $1.6B | $54.4M | 33 | 1 |
| Jun 2020 | $1.5B | $1.5B | $46.2M | 30 | 1 |
| May 2020 | $1.5B | $1.5B | $46.2M | 30 | 1 |
| Apr 2020 | $1.5B | $1.5B | $46.2M | 30 | 1 |
| Mar 2020 | $1.5B | $1.5B | $46.2M | 30 | 1 |
| Nov 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Oct 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Oct 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Aug 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Jul 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Jun 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Jun 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Jun 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Jun 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| May 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Apr 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Mar 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Mar 2019 | $1.1B | $1.1B | $39.2M | 36 | 0 |
| Dec 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Dec 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Nov 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Nov 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Oct 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Oct 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Oct 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Sep 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Sep 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Aug 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Jul 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Jun 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Jun 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Apr 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Mar 2018 | $1.1B | $1.1B | $55.6M | 30 | 1 |
| Feb 2018 | $966.8M | $916.4M | $50.4M | 34 | 1 |
| Feb 2018 | $966.8M | $916.4M | $50.4M | 34 | 1 |
| Jan 2018 | $966.8M | $916.4M | $50.4M | 34 | 1 |
| Jan 2018 | $966.8M | $916.4M | $50.4M | 34 | 1 |
| Dec 2017 | $966.8M | $916.4M | $50.4M | 34 | 1 |
| Oct 2017 | $653.6M | $612.4M | $41.2M | 34 | 1 |
| Sep 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Sep 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Sep 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Aug 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Jul 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Jun 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Jun 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| May 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| May 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| May 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| May 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Apr 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Apr 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Mar 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Mar 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Mar 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Mar 2017 | $653.6M | $612.4M | $41.2M | 34 | 800 |
| Feb 2017 | $565M | $534.8M | $30.3M | 25 | 619 |
| Nov 2016 | $565M | $534.8M | $30.3M | 25 | 619 |
| Oct 2016 | $565M | $534.8M | $30.3M | 25 | 619 |
| Oct 2016 | $565M | $534.8M | $30.3M | 25 | 619 |
| Sep 2016 | $565M | $534.8M | $30.3M | 25 | 619 |
| Sep 2016 | $521.4M | $495.4M | $26M | 25 | 619 |
| Aug 2016 | $521.4M | $495.4M | $26M | 25 | 619 |
| Aug 2016 | $521.4M | $495.4M | $26M | 25 | 619 |
| Jul 2016 | $521.4M | $495.4M | $26M | 25 | 619 |
| May 2016 | $580.9M | $560.2M | $20.7M | 25 | 619 |
| May 2016 | $580.9M | $560.2M | $20.7M | 25 | 619 |
| May 2016 | $580.9M | $560.2M | $20.7M | 25 | 619 |
| Mar 2016 | $580.9M | $560.2M | $20.7M | 25 | 619 |
| Mar 2016 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Jan 2016 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Jan 2016 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Nov 2015 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Oct 2015 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Sep 2015 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Sep 2015 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Sep 2015 | $537.5M | $516.5M | $20.9M | 18 | 500 |
| Apr 2015 | $389.3M | $368.3M | $21M | 18 | 500 |
| Feb 2015 | $389.3M | $368.3M | $21M | 18 | 500 |
| Feb 2015 | $389.3M | $368.3M | $21M | 18 | 500 |
| Feb 2015 | $389.3M | $368.3M | $21M | 18 | 500 |
| Dec 2014 | $320M | $302M | $18M | 9 | 400 |
| Oct 2014 | $320M | $302M | $18M | 9 | 400 |
| Oct 2014 | $320M | $302M | $18M | 9 | 400 |
| Oct 2014 | $320M | $302M | $18M | 9 | 400 |
| Aug 2014 | $320M | $302M | $18M | 9 | 400 |
| Aug 2014 | $320M | $302M | $18M | 9 | 400 |
| Aug 2014 | $320M | $302M | $18M | 9 | 400 |
| Aug 2014 | $287.7M | $286M | $1.7M | 9 | 400 |
| Aug 2014 | $287.7M | $286M | $1.7M | 9 | 400 |
| Jul 2014 | $287.7M | $286M | $1.7M | 9 | 400 |
| Jul 2014 | $287.7M | $286M | $1.7M | 5 | 400 |
| Jul 2014 | $287.7M | $286M | $1.7M | 5 | 400 |
| May 2014 | $287.7M | $286M | $1.7M | 5 | 400 |
| Apr 2014 | $287.7M | $286M | $1.7M | 5 | 400 |
| Mar 2014 | $287.7M | $286M | $1.7M | 5 | 400 |
| Mar 2014 | $287.7M | $286M | $1.7M | 5 | 400 |
| Mar 2014 | $287.7M | $286M | $1.7M | 5 | 400 |
| Dec 2013 | $280M | $278.3M | $1.7M | 5 | 100 |
| Nov 2013 | $280M | $278.3M | $1.7M | 5 | 100 |
| Oct 2013 | $280M | $278.3M | $1.7M | 5 | 100 |
| Jun 2013 | $238M | $236.3M | $1.7M | 5 | 100 |
| May 2013 | $238M | $236.3M | $1.7M | 5 | 100 |
| May 2013 | $238M | $236.3M | $1.7M | 5 | 100 |
| May 2013 | $238M | $236.3M | $1.7M | 5 | 100 |
| Apr 2013 | $72M | $70.3M | $1.7M | 5 | 100 |
| Feb 2013 | $72M | $70.3M | $1.7M | 5 | 100 |
| Feb 2013 | $72M | $70.3M | $1.7M | 5 | 100 |
| Feb 2013 | $72M | $70.3M | $1.7M | 5 | 100 |
| Feb 2013 | $72M | $70.3M | $1.7M | 5 | 100 |
| Jan 2013 | $72M | $70.3M | $1.7M | 5 | 100 |
| Jan 2013 | $74M | $72.4M | $1.7M | 8 | 1 |
| Nov 2012 | $74M | $72.4M | $1.7M | 8 | 1 |
| Jun 2012 | $500K | $500K | $0 | 1 | 1 |
| May 2012 | $500K | $500K | $0 | 1 | 1 |
| Apr 2012 | $500K | $500K | $0 | 1 | 1 |
| Feb 2012 | $500K | $500K | $0 | 1 | 1 |
| Feb 2012 | $500K | $500K | $0 | 1 | 1 |
DateMay 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$34.6M
Employees34
Clients3
DateApr 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$34.6M
Employees34
Clients3
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$34.6M
Employees34
Clients3
DateNov 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateOct 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateSep 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateAug 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateJun 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateMay 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateJan 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$25M
Employees35
Clients4
DateDec 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$29.1M
Employees35
Clients2
DateDec 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$29.1M
Employees35
Clients2
DateSep 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$29.1M
Employees35
Clients2
DateSep 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$29.1M
Employees35
Clients2
DateMay 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$29.1M
Employees35
Clients2
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$29.1M
Employees35
Clients2
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$29.1M
Employees35
Clients2
DateFeb 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateOct 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateSep 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateAug 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateJun 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateMay 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateMay 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateApr 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateFeb 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$43M
Employees30
Clients2
DateNov 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$54.4M
Employees33
Clients1
DateSep 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$54.4M
Employees33
Clients1
DateJul 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$54.4M
Employees33
Clients1
DateJun 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$54.4M
Employees33
Clients1
DateJun 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$54.4M
Employees33
Clients1
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$54.4M
Employees33
Clients1
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$46.2M
Employees30
Clients1
DateMay 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$46.2M
Employees30
Clients1
DateApr 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$46.2M
Employees30
Clients1
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$46.2M
Employees30
Clients1
DateNov 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateAug 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateJul 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateMay 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateApr 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$39.2M
Employees36
Clients0
DateDec 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateDec 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateSep 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateSep 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateJul 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateApr 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$55.6M
Employees30
Clients1
DateFeb 2018
Total AUM$966.8M
Discretionary$916.4M
Non-Disc.$50.4M
Employees34
Clients1
DateFeb 2018
Total AUM$966.8M
Discretionary$916.4M
Non-Disc.$50.4M
Employees34
Clients1
DateJan 2018
Total AUM$966.8M
Discretionary$916.4M
Non-Disc.$50.4M
Employees34
Clients1
DateJan 2018
Total AUM$966.8M
Discretionary$916.4M
Non-Disc.$50.4M
Employees34
Clients1
DateDec 2017
Total AUM$966.8M
Discretionary$916.4M
Non-Disc.$50.4M
Employees34
Clients1
DateOct 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients1
DateSep 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateSep 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateSep 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateAug 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateJul 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateJun 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateJun 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMay 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMay 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMay 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMay 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateApr 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateApr 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMar 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMar 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMar 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateMar 2017
Total AUM$653.6M
Discretionary$612.4M
Non-Disc.$41.2M
Employees34
Clients800
DateFeb 2017
Total AUM$565M
Discretionary$534.8M
Non-Disc.$30.3M
Employees25
Clients619
DateNov 2016
Total AUM$565M
Discretionary$534.8M
Non-Disc.$30.3M
Employees25
Clients619
DateOct 2016
Total AUM$565M
Discretionary$534.8M
Non-Disc.$30.3M
Employees25
Clients619
DateOct 2016
Total AUM$565M
Discretionary$534.8M
Non-Disc.$30.3M
Employees25
Clients619
DateSep 2016
Total AUM$565M
Discretionary$534.8M
Non-Disc.$30.3M
Employees25
Clients619
DateSep 2016
Total AUM$521.4M
Discretionary$495.4M
Non-Disc.$26M
Employees25
Clients619
DateAug 2016
Total AUM$521.4M
Discretionary$495.4M
Non-Disc.$26M
Employees25
Clients619
DateAug 2016
Total AUM$521.4M
Discretionary$495.4M
Non-Disc.$26M
Employees25
Clients619
DateJul 2016
Total AUM$521.4M
Discretionary$495.4M
Non-Disc.$26M
Employees25
Clients619
DateMay 2016
Total AUM$580.9M
Discretionary$560.2M
Non-Disc.$20.7M
Employees25
Clients619
DateMay 2016
Total AUM$580.9M
Discretionary$560.2M
Non-Disc.$20.7M
Employees25
Clients619
DateMay 2016
Total AUM$580.9M
Discretionary$560.2M
Non-Disc.$20.7M
Employees25
Clients619
DateMar 2016
Total AUM$580.9M
Discretionary$560.2M
Non-Disc.$20.7M
Employees25
Clients619
DateMar 2016
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateJan 2016
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateJan 2016
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateNov 2015
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateOct 2015
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateSep 2015
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateSep 2015
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateSep 2015
Total AUM$537.5M
Discretionary$516.5M
Non-Disc.$20.9M
Employees18
Clients500
DateApr 2015
Total AUM$389.3M
Discretionary$368.3M
Non-Disc.$21M
Employees18
Clients500
DateFeb 2015
Total AUM$389.3M
Discretionary$368.3M
Non-Disc.$21M
Employees18
Clients500
DateFeb 2015
Total AUM$389.3M
Discretionary$368.3M
Non-Disc.$21M
Employees18
Clients500
DateFeb 2015
Total AUM$389.3M
Discretionary$368.3M
Non-Disc.$21M
Employees18
Clients500
DateDec 2014
Total AUM$320M
Discretionary$302M
Non-Disc.$18M
Employees9
Clients400
DateOct 2014
Total AUM$320M
Discretionary$302M
Non-Disc.$18M
Employees9
Clients400
DateOct 2014
Total AUM$320M
Discretionary$302M
Non-Disc.$18M
Employees9
Clients400
DateOct 2014
Total AUM$320M
Discretionary$302M
Non-Disc.$18M
Employees9
Clients400
DateAug 2014
Total AUM$320M
Discretionary$302M
Non-Disc.$18M
Employees9
Clients400
DateAug 2014
Total AUM$320M
Discretionary$302M
Non-Disc.$18M
Employees9
Clients400
DateAug 2014
Total AUM$320M
Discretionary$302M
Non-Disc.$18M
Employees9
Clients400
DateAug 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees9
Clients400
DateAug 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees9
Clients400
DateJul 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees9
Clients400
DateJul 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees5
Clients400
DateJul 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees5
Clients400
DateMay 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees5
Clients400
DateApr 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees5
Clients400
DateMar 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees5
Clients400
DateMar 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees5
Clients400
DateMar 2014
Total AUM$287.7M
Discretionary$286M
Non-Disc.$1.7M
Employees5
Clients400
DateDec 2013
Total AUM$280M
Discretionary$278.3M
Non-Disc.$1.7M
Employees5
Clients100
DateNov 2013
Total AUM$280M
Discretionary$278.3M
Non-Disc.$1.7M
Employees5
Clients100
DateOct 2013
Total AUM$280M
Discretionary$278.3M
Non-Disc.$1.7M
Employees5
Clients100
DateJun 2013
Total AUM$238M
Discretionary$236.3M
Non-Disc.$1.7M
Employees5
Clients100
DateMay 2013
Total AUM$238M
Discretionary$236.3M
Non-Disc.$1.7M
Employees5
Clients100
DateMay 2013
Total AUM$238M
Discretionary$236.3M
Non-Disc.$1.7M
Employees5
Clients100
DateMay 2013
Total AUM$238M
Discretionary$236.3M
Non-Disc.$1.7M
Employees5
Clients100
DateApr 2013
Total AUM$72M
Discretionary$70.3M
Non-Disc.$1.7M
Employees5
Clients100
DateFeb 2013
Total AUM$72M
Discretionary$70.3M
Non-Disc.$1.7M
Employees5
Clients100
DateFeb 2013
Total AUM$72M
Discretionary$70.3M
Non-Disc.$1.7M
Employees5
Clients100
DateFeb 2013
Total AUM$72M
Discretionary$70.3M
Non-Disc.$1.7M
Employees5
Clients100
DateFeb 2013
Total AUM$72M
Discretionary$70.3M
Non-Disc.$1.7M
Employees5
Clients100
DateJan 2013
Total AUM$72M
Discretionary$70.3M
Non-Disc.$1.7M
Employees5
Clients100
DateJan 2013
Total AUM$74M
Discretionary$72.4M
Non-Disc.$1.7M
Employees8
Clients1
DateNov 2012
Total AUM$74M
Discretionary$72.4M
Non-Disc.$1.7M
Employees8
Clients1
DateJun 2012
Total AUM$500K
Discretionary$500K
Non-Disc.$0
Employees1
Clients1
DateMay 2012
Total AUM$500K
Discretionary$500K
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$500K
Discretionary$500K
Non-Disc.$0
Employees1
Clients1
DateFeb 2012
Total AUM$500K
Discretionary$500K
Non-Disc.$0
Employees1
Clients1
DateFeb 2012
Total AUM$500K
Discretionary$500K
Non-Disc.$0
Employees1
Clients1