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Building 2CLOUD CAPITAL LLC

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Phone9183141220
NotebookSEC #801-70250
Total AUM
$410.9M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
4-Sep
VARIES
Phone
9183141220

ReceiptFinancials

Total AUM
$410.9M
Accounts
47
Discretionary
$20.3M
Accounts
43
Non-Discretionary
$390.6M
Accounts
4

ContactClients

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Individual Clients
30
AUM
$2.4M
HNW Individual Clients
10
AUM
$17.9M
Pension/Profit Sharing Plan Clients
3
AUM
$310.6M
Other Clients
1
AUM
$80M
Description of Other Clients
TRIBAL GOVERNMENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FIDUCIARY COMMITTEE TRAINING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OK

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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