ALAMBIC INVESTMENT MANAGEMENT, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BELVEDERE, California
CRD number
143336
Registered since
June 3, 2015

Firm profile

FINTRX

Overview

Alambic Investment Management, L.P. is a limited partnership that has been registered with the SEC since 2015. The firm reports a domestic ownership structure with individual ownership involvement and is classified as unclassified in the source data. Its regulatory filings indicate it operates as a discretionary manager: the entirety of its reported assets are discretionary. The firm is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • ALBERT RICHARDS

    CEO and FounderCRD 1574709

  • BRIAN THOMPSON

    Chief Risk Officer & FounderCRD 5299892

  • Matthew Dolan

    Quantitative Strategist & COOCRD 7222570

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELVEDERE, CA

MARIN

Location

BELVEDERE, CA

Headquartered in BELVEDERE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
266 Beach Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth