CLEVERALPHA

CLEVERALPHA ASSET MANAGEMENT, LLC

CRD 301620 · SEC 801-117634

5155 WEST ROSECRANS AVENUE, SUITE 320A, HAWTHORNE, CA, 90250, United States

Phone

310-293-7837

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$28.3M

Discretionary AUM

$28.3M

Team

4 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Type	Clients	AUM
Individuals	44	$2.7M
High net worth individuals	11	$25.6M

Official SEC filing: View on IAPD