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Building 2CLAYTON PARTNERS LLC

Map pinBERKELEY, CA
Phone415-296-5070
NotebookSEC #801-85190
Total AUM
$172M
Employees
4
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3160 COLLEGE AVENUE
SUITE 203
BERKELEY
CA 94705
United States
Operating Hours
6:00AM TO 4:00PM
Monday - Friday
Phone
415-296-5070

ReceiptFinancials

Total AUM
$172M
Accounts
80
Discretionary
$172M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$8.6M
HNW Individual Clients
26
AUM
$106.2M
Pooled Vehicle Clients
1
AUM
$57.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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