Clarion Call Capital

RIASEC RegisteredEst. 2024

Total AUM

$66.5M

Discretionary

$66.5M

100% of AUM

Avg account

$5.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 333446
Registered since: November 15, 2024
Website: clarioncallcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses79.39%
HNWI10.51%
Charitable Organizations5.58%
Other Investment Advisers4.52%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clarion Call Capital is organized as a limited liability company and is registered with the SEC as of 2024. The firm is owned by an individual and charges clients on a percentage-of-AUM basis. Its stated advisory activities focus on portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.