Albert Investments, LLC
● SEC registered since 2018CRD 298006SEC# 801-114361Santa Barbara, CA
Reg. AUM
$22.7M
Employees
3
Accounts
209,650
Location
Santa Barbara, CA
Albert Investments, LLC assets under management
Albert Investments, LLC operates as an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2018. It reports $22.7 million in regulatory assets under management and employs 3 people.
Albert Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Corporation Control | Owner | Over 75% | 2018 |
| Michael J Friedman Control | Head Of Ria & Cco | Under 5% | 2023 |
Frequently asked questions
How much does Albert Investments, LLC manage?
Albert Investments, LLC reports $22.7 million in regulatory assets under management on its Form ADV.
How many employees does Albert Investments, LLC have?
Albert Investments, LLC reports 3 employees.
Where is Albert Investments, LLC located?
Albert Investments, LLC is based in Santa Barbara, CA and has been SEC-registered since 2018.
Does Albert Investments, LLC disclose fund performance?
Albert Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 126 E Haley St, Suite A2, Santa Barbara, CA 93101 |
| Phone | 844-891-9309 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$22.7M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$22.7Mregulatory AUM
Discretionary $22.7M