CLOCKWISE CAPITAL LLC

RIASEC RegisteredEst. 2022

Total AUM

$71.5M

Discretionary

$71.5M

100% of AUM

Avg account

$474K

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 175233
Registered since: January 11, 2022
Website: clockwisecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other Investment Advisers71.34%
Investment Companies28.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clockwise Capital LLC is a small, institutionally oriented RIA that emphasizes equity exposure and third‑party alternative allocations. The firm registers as a capital allocator and offers portfolio management across individuals, pooled vehicles and institutional clients, while also acting as sponsor/GP for its own pooled investment vehicles. Its advisory services include financial planning, selection of outside advisers and educational programming, indicating a blend of discretionary portfolio management and manager‑selection work. Investment activity centers on exchange‑listed equities and liquid ETFs, supported by allocations to externally managed alternative strategies. The firm charges AUM‑based fees and can assess performance‑based fees, a structure that aligns with its role as an allocator to hedge funds and other performance‑oriented vehicles. Clockwise Capital does not self‑identify as an active ESG investor.