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ALETHEA CAPITAL MANAGEMENT, LLC
CRD 156500 · SEC 801-72176
CA, United States
Phone
(858) 926-2058
Fax
(858) 800-4802
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.6M
Discretionary AUM
$302.6M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $6.2M |
| High net worth individuals | 30 | $192.9M |
| Pooled investment vehicles | 2 | $85.3M |
| Charitable organizations | 2 | $18.1M |
| Other investment advisers | 1 | $8 |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD