Key facts
- ALPHA CUBED INVESTMENTS, LLC is a other based in COSTA MESA, CA.
- ALPHA CUBED INVESTMENTS, LLC has 1 fund on record, raising $2.0M across the 1 that report a size.
- ALPHA CUBED INVESTMENTS, LLC reports $4.7M in regulatory assets under management, per its SEC Form ADV (2025-05).
Registered with the SEC
Form ADV · 2025-05 · CRD 159347- Regulatory AUM
- $4.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 34
- Registered office
- COSTA MESA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ALPHA CUBED INVESTMENTS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- Alpha Cubed Investments Holdings - Fund I, LP2014$2.0M
$2.0M raised across the 1 fund that report a size
Frequently asked
- What is ALPHA CUBED INVESTMENTS, LLC's AUM?
- ALPHA CUBED INVESTMENTS, LLC manages approximately $4.7M in assets.