Aclaime Asset Management, LLC

RIASEC Registered
Total AUM
$64.4M
Discretionary
$64.4M
100% of AUM
Avg account
$32.2M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
Cottonwood Heights, Utah
CRD number
159661
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aclaime Asset Management, LLC is organized as a limited liability company with a mixed ownership profile that includes domestic entities and individuals. The firm serves institutional clients and focuses its advisory activity on portfolio management for pooled investment vehicles. It also acts in sponsor/GP/managing-member roles for pooled vehicles rather than functioning as a broad capital allocator. Compensation is through a combination of asset-based fees and performance-based fees. The adviser is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Justin Luettgerodt

    Justin Luettgerodt

    Chief Executive OfficerCRD 6013672

Contacts

1 of 1
  • Keith Crandall

    Keith Crandall

    Vice PresidentCRD 5485287

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cottonwood Heights, UT

Salt Lake

Location

Cottonwood Heights, UT

Headquartered in Cottonwood Heights, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
1865 E Forest Bend Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth