ALBERT INVESTMENTS, LLC

CRD #298006 SEC #801-114361 SANTA BARBARA, CA 844-891-9309

SEC Registered

Total AUM

$21M

Discretionary

$21M

Employees

Clients

Accounts

230,377

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
APFEL, JEFFREY, MICHAEL	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
APFEL, JEFFREY, MICHAEL	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
APFEL, JEFFREY, MICHAEL	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
APFEL, JEFFREY, MICHAEL	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
APFEL, JEFFREY, MICHAEL	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
APFEL, JEFFREY, MICHAEL	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
APFEL, JEFFREY, MICHAEL	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
BLAKE, KENNETH, STEVEN	I	CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL	NA	Control
BLAKE, STEVEN	I	CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
CHERRY, JOHN, WALTER	I	CHIEF FINANCIAL OFFICER	NA	Control
FRANKLIN, PATRICK, JONATHAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
FRIEDMAN, MICHAEL, J	I	HEAD OF RIA & CCO	NA	Control
FRIEDMAN, MICHAEL, J	I	HEAD OF RIA & CCO	NA	Control
FRIEDMAN, MICHAEL, J	I	HEAD OF RIA & CCO	NA	Control
FRIEDMAN, MICHAEL, J	I	HEAD OF RIA & CCO	NA	Control
Katz, Malcolm, Gregory	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
Katz, Malcolm, Gregory	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
Katz, Malcolm, Gregory	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
Katz, Malcolm, Gregory	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
Katz, Malcolm, Gregory	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
Katz, Malcolm, Gregory	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
Katz, Malcolm, Gregory	I	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
RAVID, YINON, ARIE	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control
ALBERT CORPORATION	DE	OWNER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
RAVID, YINON, ARIE	I	ALBERT CORPORATION	D	Control
RAVID, YINON, ARIE	I	ALBERT CORPORATION	D	Control
RAVID, YINON, ARIE	I	ALBERT CORPORATION	D	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (52)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV

Address

126 E HALEY ST
SUITE A2
SANTA BARBARA, CA 93101
United States

Phone: 844-891-9309