CLEVERALPHA ASSET MANAGEMENT, LLC
Legal name: CLEVERALPHA
CRD #301620 SEC #801-117634 HAWTHORNE, CA 310-293-7837
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
3
Clients
1
Accounts
55
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 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 |
|---|---|---|---|---|
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| ERNST, MICHAEL, PATRICK | I | CONSULTING WEALTH MANAGER | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Isbell, John | I | DIRECTOR OF MARKETING | NA | |
| Cabanes, Richard | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | OWNER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| Cabanes, Richard | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| FLORES, LUCIO, ISMAEL | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| GATO SYSTEMS, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| VTC HOLDINGS II, LLC | DE | INVESTOR | B | |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | Control |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A | |
| Clark, Duncan, Andrew | I | LEAD DATA SCIENTIST | A |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (1)
CA
Address
5155 WEST ROSECRANS AVENUESUITE 320A
HAWTHORNE, CA 90250
United States
Phone: 310-293-7837