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Cleveralpha Asset Management, LLC

● SEC registered since 2019CRD 301620SEC# 801-117634Hawthorne, CA
Export (members)
Reg. AUM
$28.3M
Employees
4
Accounts
74
Location
Hawthorne, CA

Cleveralpha Asset Management, LLC assets under management

Cleveralpha Asset Management, LLC is an SEC-registered investment adviser based in Hawthorne, CA. The firm has been registered since 2019. It reports $28.3 million in regulatory assets under management and employs 4 people.

Cleveralpha Asset Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Duncan Andrew ClarkLead Data Scientist5-10%2019
Gato Systems, LLCInvestor10-25%2023
John IsbellDirector Of MarketingUnder 5%2019
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Frequently asked questions

How much does Cleveralpha Asset Management, LLC manage?

Cleveralpha Asset Management, LLC reports $28.3 million in regulatory assets under management on its Form ADV.

How many employees does Cleveralpha Asset Management, LLC have?

Cleveralpha Asset Management, LLC reports 4 employees.

Where is Cleveralpha Asset Management, LLC located?

Cleveralpha Asset Management, LLC is based in Hawthorne, CA and has been SEC-registered since 2019.

Does Cleveralpha Asset Management, LLC disclose fund performance?

Cleveralpha Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5155 West Rosecrans Avenue, Suite 320a, Hawthorne, CA 90250
Phone310-293-7837
Office hours6:30a.m.-2:30p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$28.3M▲ 89%
Mar '25 — $15MApr '25 — $15MMay '25 — $15MJun '25 — $15MJul '25 — $15MAug '25 — $15MSep '25 — $15MOct '25 — $15MNov '25 — $15MDec '25 — $15MJan '26 — $15MFeb '26 — $28.3MMar '26 — $28.3MApr '26 — $28.3MMay '26 — $28.3MJun '26 — $28.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$28.3Mregulatory AUM
Discretionary $28.3M