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Building 2MCCLAIN VALUE MANAGEMENT, LLC

Map pinNEW CANAAN, CT
Phone203-966-3197
NotebookSEC #801-66683
Total AUM
$49.9M
Employees
2
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 ELM STREET
NEW CANAAN
CT 06840
United States
Operating Hours
9:30 - 4:00
Monday - Friday
Phone
203-966-3197

ReceiptFinancials

Total AUM
$49.9M
Accounts
13
Discretionary
$49.9M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$36.1M
Charitable Organization Clients
1
AUM
$13.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
EQUITY RESEARCH SERVICES TO SELECT INSTITUTIONAL INVESTORS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
VARIABLE, BASED ON SPECIFIC EQUITY RESEARCH SERVICE

Shield checkCompliance

Disclosures

None reported

State Registrations
CTTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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