Investment adviser · CRD 301620
CLEVERALPHA
Investment adviser filing (IA)
CLEVERALPHA ASSET MANAGEMENT, LLC
HAWTHORNE, CA, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $28.3M Form ADV · Item 5.F
- Client accounts
- 74 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 11 | $25,581,761 | 90.3% |
| Individuals | 44 | $2,743,210 | 9.7% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2132138 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
5155 WEST ROSECRANS AVENUE, SUITE 320AHAWTHORNE, CA, 90250, United States
CRD 301620
Filing source
Form ADV 2132138 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.