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Building 2ALETHEA CAPITAL MANAGEMENT, LLC

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Phone(858) 926-2058
NotebookSEC #801-72176
Total AUM
$302.6M
Employees
4
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
(858) 926-2058

ReceiptFinancials

Total AUM
$302.6M
Accounts
117
Discretionary
$302.6M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$6.2M
HNW Individual Clients
30
AUM
$192.9M
Pooled Vehicle Clients
2
AUM
$85.3M
Charitable Organization Clients
2
AUM
$18.1M
Investment Advisor Clients
1
AUM
$8

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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