CRD: 138537
Alhambra Investment Management LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2006
- Office Locations
- 4
Office Locations
About Alhambra Investment Management LLC
Alhambra Investment Management provides asset management and ongoing financial planning built on a research-driven asset allocation process focused on global risk analysis and safeguarding against major losses. Portfolios are customized using inputs from the planning process. The firm publishes regular market research and commentary through Alhambra Partners, giving distribution teams visibility into its macro/risk framework. Serves retail and institutional clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSEPH YOUNGBLOOD CALHOUN III
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2176684
- Ownership
- Less than 5%
JUAN MARCELO PEREZ
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5371140
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STEPHEN MERVIN BRENNAN
Vice President
- CRD
- #2546229
MARGARITA VICTORIA FERNANDEZ
Registered Representative
- CRD
- #2588043
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,256,075 | $513,930 |
| Non-Discretionary | $70,911,006 | $1,477,313 |
| Total | $320,167,081 | $600,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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