Alhambra Investment Management LLC
● SEC registered since 2006CRD 138537SEC# 801-66624Palmetto Bay, FL
Reg. AUM
$320.2M
Employees
5
Accounts
533
Location
Palmetto Bay, FL
Alhambra Investment Management LLC assets under management
Alhambra Investment Management LLC is an investment advisory firm registered with the SEC based in Palmetto Bay, FL. The firm has been registered since 2006. It reports $320.2 million in regulatory assets under management and employs 5 people.
Alhambra Investment Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alhambra Investment Partners LLC Control | Owner And Managing Member | Over 75% | 2011 |
| Joseph Youngblood Calhoun Control | Chief Executive Officer | Under 5% | 2006 |
| Juan Marcelo Perez Control | Chief Compliance Officer/Chief Operating Officer | Under 5% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alhambra Investment Management LLC manage?
Alhambra Investment Management LLC reports $320.2 million in regulatory assets under management on its Form ADV.
How many employees does Alhambra Investment Management LLC have?
Alhambra Investment Management LLC reports 5 employees.
Where is Alhambra Investment Management LLC located?
Alhambra Investment Management LLC is based in Palmetto Bay, FL and has been SEC-registered since 2006.
Does Alhambra Investment Management LLC disclose fund performance?
Alhambra Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8925 SW 148 Street, Suite 214, Palmetto Bay, FL 33176 |
| Phone | 305-233-3772 |
| Fax | 305-397-1686 |
| Office hours | 9a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1802696 |
| Discloses disciplinary history | No |
Regulatory AUM
$320.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$320.2Mregulatory AUM
Discretionary $249.3MNon-discretionary $70.9M