Cleveralpha is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hawthorne, CA. Its latest Form ADV filing, dated March 12, 2026, reports $28M in regulatory assets under management, 4 employees, and 74 accounts.
Assets Under Management
$28M
Employees
4
Offices
--
Total Clients
55
Primary office
HAWTHORNE, CA
5155 WEST ROSECRANS AVENUE, SUITE 320A, HAWTHORNE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
44
2
HNWI
20.0%
11
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28Mas of March 12, 2026
Discretionary100.0%
$28M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$28M
Total Accounts74
10Y AUM Change+$28M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee14:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.