Clavis Capital Management, LLC

RIASEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
100% of AUM
Avg account
$1.6M
Accounts
7
Employees
2
Advisory reps
2

Firm details

Headquarters
Englewood Cliffs, New Jersey
CRD number
332545
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI80.6%
  • Corporations / Businesses19.4%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clavis Capital Management, LLC is an independent, owner-operated RIA organized as an LLC that advises both individual/family clients and institutional or business accounts. The firm provides discretionary portfolio management for individuals, small businesses and other institutions and charges a combination of asset-based fees and performance-based fees. Its business activities are reported to include CPO/CTA functions, which indicates the capability to sponsor or advise commodity or futures pools in addition to more traditional advisory services. Clavis does not identify as an active ESG investor and is not listed as a multi-state adviser; it also reports that it does not operate primarily as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Derivatives 10%90%
  • Exchange Traded Equities90%
  • Derivatives10%

Owners & executives

1 of 1
  • Asaf Wolff

    CEOCRD 7962463

Contacts

1 of 1
  • Itay Maymon

    Investment Adviser RepresentativeCRD 7963854

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Englewood Cliffs, NJ

Bergen

Location

Englewood Cliffs, NJ

Headquartered in Englewood Cliffs, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Bergen
Address
560 Sylvan Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth