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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALHAMBRA INVESTMENT MANAGEMENT LLC

CRD 138537

PALMETTO BAY, FL

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Search this name across graphsid dfx:ria:4d4881d2-3a91-b289-a81b-28fc7183f8be

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jun 24, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $320MItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $249M
Private client RAUM: $307MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $64.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 533
Individual clients: 125
High net worth clients: 77
SEC number: 801-66624
CIK: 1802696
CRD: 138537
Filings on the tape: 39
First filed: Mar 30, 2012
Latest filed: Jun 24, 2026
Organised: Limited Liability Company, FL
Website: alhambrapartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH YOUNGBLOOD CALHOUN	n/a	PALMETTO BAY, FL \| Aiken, SC	20	34	2	no
JUAN MARCELO PEREZ	n/a	PALMETTO BAY, FL	19	19	1	no
MARGARITA VICTORIA FERNANDEZ	n/a	PALMETTO BAY, FL	12	30	3	no
DOUGLAS READE TERRY	Chartered Financial Analyst	PALMETTO BAY, FL \| Centennial, CO	11	26	1	no
STEPHEN MERVIN BRENNAN	n/a	PALMETTO BAY, FL \| Los Gatos, CA	3	27	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALHAMBRA INVESTMENT PARTNERS LLC	OWNER AND MANAGING MEMBER	E	yes	03/2011	Nov 6, 2023	Oct 29, 2024
CALHOUN, JOSEPH, YOUNGBLOOD	CHIEF EXECUTIVE OFFICER	Na	yes	06/2006	Mar 30, 2012	Oct 29, 2024
PEREZ, JUAN, MARCELO	CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER	Na	yes	11/2023	Apr 11, 2023	Oct 29, 2024
CALHOUN, JOSEPH, YOUNGBLOOD	OWNER AND MANAGER	F	no	03/2011	Mar 30, 2012	Oct 29, 2024
CASARIEGO, ORLANDO, J.	OWNER AND MANAGER	F	no	03/2011	Mar 30, 2012	Oct 29, 2024
TERRY, DOUGLAS, READE	OWNER AND MANAGER	F	no	03/2011	Mar 30, 2012	Oct 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$320M	$249M	6	6	3	n/a	n/a
2024	Mar 14, 2025	$279M	$225M	6	6	3	n/a	n/a
2023	Mar 27, 2024	$266M	$219M	6	6	3	n/a	n/a
2022	Mar 23, 2023	$237M	$201M	6	6	0	n/a	n/a
2021	Mar 22, 2022	$258M	$214M	7	7	0	n/a	n/a
2020	Mar 29, 2021	$202M	$170M	7	7	0	n/a	n/a
2019	Apr 17, 2020	$175M	$147M	6	6	0	n/a	n/a
2018	Mar 25, 2019	$154M	$123M	6	6	0	n/a	n/a
2017	Mar 26, 2018	$169M	$129M	6	6	3	n/a	n/a
2016	Mar 29, 2017	$146M	$108M	6	6	n/a	n/a	n/a
2015	Mar 21, 2016	$144M	$98.5M	6	6	n/a	n/a	n/a
2014	Mar 17, 2015	$161M	$114M	8	5	n/a	n/a	n/a
2013	Mar 28, 2014	$159M	$93.3M	8	5	n/a	n/a	n/a
2012	Apr 1, 2013	$112M	$80.1M	5	5	n/a	n/a	n/a
2011	Mar 30, 2012	$26.7M	$24.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$320M	$279M	14.9%	$237M	10.6%	5	6	2	3

Relationships

Registered with (6)

← STEPHEN MERVIN BRENNANAdvisorregistration: previous registration
Jan 21, 2015 to Dec 31, 2015factForm ADV
← DOUGLAS READE TERRYAdvisorregistration: previous registration
Jun 30, 2011 to Jun 27, 2012factForm ADV
← MARGARITA VICTORIA FERNANDEZAdvisorregistration: current employment
Oct 31, 2013 to presentfactForm ADV
← JUAN MARCELO PEREZAdvisorregistration: previous registration
Sep 12, 2007 to Jun 27, 2012factForm ADV
← JOSEPH YOUNGBLOOD CALHOUNAdvisorregistration: previous registration
Jun 30, 2006 to Jun 27, 2012factForm ADV
← Christopher Anthony MangiapaneAdvisorregistration: previous registration
Jun 1, 2018 to Apr 30, 2020factForm ADV

Affiliated with (1)

← ATLANTIC CAPITAL MANAGEMENTRegistered adviserother investment adviser, control, common control
factForm ADV

Owns (3)

← CALHOUN, JOSEPH, YOUNGBLOODOwnerOWNER AND MANAGER, ownership code F, individual
Mar 30, 2012 to Oct 29, 2024factForm ADV
← CASARIEGO, ORLANDO, J.OwnerOWNER AND MANAGER, ownership code F, individual
Mar 30, 2012 to Oct 29, 2024factForm ADV
← TERRY, DOUGLAS, READEOwnerOWNER AND MANAGER, ownership code F, individual
Mar 30, 2012 to Oct 29, 2024factForm ADV

Controls (3)

← CALHOUN, JOSEPH, YOUNGBLOODOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 30, 2012 to Oct 29, 2024factForm ADV
← PEREZ, JUAN, MARCELOOwnerCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER, ownership code NA, individual
Apr 11, 2023 to Oct 29, 2024factForm ADV
← ALHAMBRA INVESTMENT PARTNERS LLCOwnerOWNER AND MANAGING MEMBER, ownership code E, domestic entity
Nov 6, 2023 to Oct 29, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d4881d2-3a91-b289-a81b-28fc7183f8be
First observed: Mar 30, 2012
Last observed: Jun 24, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALHAMBRA INVESTMENT MANAGEMENT LLC

CRD 138537

PALMETTO BAY, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4d4881d2-3a91-b289-a81b-28fc7183f8be

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH YOUNGBLOOD CALHOUN

n/a

PALMETTO BAY, FL | Aiken, SC

JUAN MARCELO PEREZ

n/a

PALMETTO BAY, FL

MARGARITA VICTORIA FERNANDEZ

n/a

PALMETTO BAY, FL

DOUGLAS READE TERRY

Chartered Financial Analyst

PALMETTO BAY, FL | Centennial, CO

STEPHEN MERVIN BRENNAN

n/a

PALMETTO BAY, FL | Los Gatos, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALHAMBRA INVESTMENT PARTNERS LLC

OWNER AND MANAGING MEMBER

yes

03/2011

Nov 6, 2023

Oct 29, 2024

CALHOUN, JOSEPH, YOUNGBLOOD

CHIEF EXECUTIVE OFFICER

yes

06/2006

Mar 30, 2012

Oct 29, 2024

PEREZ, JUAN, MARCELO

CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER

yes

11/2023

Apr 11, 2023

Oct 29, 2024

CALHOUN, JOSEPH, YOUNGBLOOD

OWNER AND MANAGER

03/2011

Mar 30, 2012

Oct 29, 2024

CASARIEGO, ORLANDO, J.

OWNER AND MANAGER

03/2011

Mar 30, 2012

Oct 29, 2024

TERRY, DOUGLAS, READE

OWNER AND MANAGER

03/2011

Mar 30, 2012

Oct 29, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$320M

$249M

n/a

2024

Mar 14, 2025

$279M

$225M

n/a

2023

Mar 27, 2024

$266M

$219M

n/a

2022

Mar 23, 2023

$237M

$201M

n/a

2021

Mar 22, 2022

$258M

$214M

n/a

2020

Mar 29, 2021

$202M

$170M

n/a

2019

Apr 17, 2020

$175M

$147M

n/a

2018

Mar 25, 2019

$154M

$123M

n/a

2017

Mar 26, 2018

$169M

$129M

n/a

2016

Mar 29, 2017

$146M

$108M

n/a

2015

Mar 21, 2016

$144M

$98.5M

n/a

2014

Mar 17, 2015

$161M

$114M

n/a

2013

Mar 28, 2014

$159M

$93.3M

n/a

2012

Apr 1, 2013

$112M

$80.1M

n/a

2011

Mar 30, 2012

$26.7M

$24.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$320M

$279M

14.9%

$237M

10.6%