RIA Intel›Advisers›Massachusetts›ALGEBRIS INVESTMENTS (US) INC.

ALGEBRIS INVESTMENTS (US) INC.

Advisory

N·BOSTON, MA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$6.9B
1-Year AUM Growth
+16.9%
3-Year CAGR
+5.2%
Employees
4
Assets Under Management
Total AUM$6.9B
Discretionary AUM$6.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingOct 8, 2013
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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