Alhambra Investment Partners is an investment advisor in Palmetto Bay with $257.61 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
451013799
SEC advisor number
801-66624
FINRA CRD number
138537
AUM ?
$257.61 mm
(as of 22 Mar 22)
Accounts
433
(as of 22 Mar 22)
Employees
7
(7 investment advisory or research)
Address
Alhambra Investment Partners
8925 SW 148 ST.
SUITE 214
PALMETTO BAY
FL 33176
8925 SW 148 ST.
SUITE 214
PALMETTO BAY
FL 33176
Office hours
Monday - Friday, 9AM TO 5 PM
Phone
3052333772
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Perez, Rafael, Antonio | General Counsel | 06/2005 | 5-10% |
Casariego, Orlando, J. | Member | 06/2005 | 10-25% |
Calhoun, Joseph, Youngblood | Chief Compliance Officer | 06/2006 | 10-25% |
Terry, Douglas, Reade | Chief Investment Officer | 03/2011 | 10-25% |
Mcardle, George, E | Member | 01/2007 | 5-10% |
Rodriguez, Hermen | Member | 01/2007 | < 5% |
Terry, Roger, L | Member | 03/2011 | 5-10% |
Perez, Alex | Member | 09/2011 | < 5% |
Snider, Jeffrey, Paul | Member | 07/2012 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21