Clavis Capital Management, LLC
Firm details
- Headquarters
- Englewood Cliffs, New Jersey
- CRD number
- 332545
- Website
- www.claviscap.us
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Derivatives10%
Owners & executives
1 of 1Asaf Wolff
CEOCRD 7962463
Contacts
1 of 1Itay Maymon
Investment Adviser RepresentativeCRD 7963854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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