Clothier Springs Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153180
- Website
- www.clothiersprings.com
- Custodians
- INTERACTIVE BROKERS LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals47.8%
- HNWI30.72%
- Pooled Investment Vehicles21.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Clothier Springs Capital Management, LLC is a small, privately owned advisory firm that operates with a real estate fund orientation while offering traditional advisory services to individuals, families and institutional clients. The firm combines managed separate account work using public mutual funds with a private real estate fund it sponsors. Advisory mandates include portfolio management for individuals and small businesses, pooled investment vehicles, institutional accounts and pension consulting. Fee arrangements are a mix of percentage of AUM and fixed fees. Clothier Springs is not positioned as a broad capital allocator; instead it pairs public fund exposure with an internal real estate fund to deliver private-market participation alongside liquid holdings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds68%
- Private Funds31%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Thomas Mckeon
Principal and Chief Investment OfficerCRD 2261840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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