# ALHAMBRA INVESTMENT MANAGEMENT LLC

ALHAMBRA INVESTMENT MANAGEMENT LLC of PALMETTO BAY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 138537
- Type: SEC-registered investment adviser
- SEC file number: 801-66624
- Location: 8925 SW 148 STREET, SUITE 214, PALMETTO BAY, FL, 33176
- Phone: 305-233-3772
- Latest filing: 2026-06-24
- Regulatory AUM: $320.2M
- Discretionary AUM: $249.3M
- Non-discretionary AUM: $70.9M
- Clients: 5
- Accounts: 533

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Youngblood Calhoun | CHIEF EXECUTIVE OFFICER; OWNER AND MANAGER | — |
| Juan Marcelo Perez | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| Orlando J Casariego | OWNER AND MANAGER | — |
| Douglas Reade Terry | OWNER AND MANAGER | — |
| SNIDER JEFFREY PAUL | MEMBER | — |
| PEREZ RAFAEL ANTONIO | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; INVESTMENT ADVISER REPRESENTATIVE (+1 more) | — |
| CASARIEGO ORLANDO J | MANAGER; MANAGING MEMBER; MEMBER (+1 more) | — |
| CALHOUN JOSEPH YOUNGBLOOD | CEO/CCO; CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER (+4 more) | — |
| MCARDLE GEORGE E | MEMBER | — |
| RODRIGUEZ HERMEN | MEMBER | — |
| TERRY ROGER L | MEMBER | — |
| TERRY DOUGLAS READE | CHARTERED FINANCIAL ANALYST; CHIEF INVESTMENT OFFICER; MANAGER (+1 more) | — |
| CALHOUN FAY L | MEMBER | — |
| PEREZ ALEX | MEMBER | — |
| PEREZ JUAN MARCELO | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; HEAD OF OPERATIONS | — |
| Orlando J. Casariego | OWNER AND MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138537/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138537/similar
- Related entities: https://search.stillhousedata.com/firm/138537/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138537

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.