# ALBERT INVESTMENTS, LLC

ALBERT INVESTMENTS, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 298006
- Type: SEC-registered investment adviser
- SEC file number: 801-114361
- Location: 126 E HALEY ST, SUITE A2, SANTA BARBARA, CA, 93101
- Phone: 844-891-9309
- Latest filing: 2026-02-03
- Regulatory AUM: $22.7M
- Discretionary AUM: $22.7M
- Clients: 3
- Accounts: 209,650

## Business model

- Compensation: Fixed
- Clients served: High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Michael J Friedman | HEAD OF RIA & CCO | — |
| KATZ GREGORY | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| RAVID YINON ARIE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CO-FOUNDER | — |
| BLAKE KENNETH STEVEN | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| FRANKLIN PATRICK JONATHAN | CHIEF COMPLIANCE OFFICER | — |
| APFEL JEFFREY MICHAEL | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| CHERRY JOHN WALTER | CHIEF FINANCIAL OFFICER | — |
| FRIEDMAN MICHAEL J | HEAD OF RIA & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298006/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298006/similar
- Related entities: https://search.stillhousedata.com/firm/298006/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298006

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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.