Clothier Springs Capital Management, LLC

RIASEC Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$266K
Accounts
49
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153180
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Private Funds 31%, Cash & Cash Equivalents 1%68%
  • Public Funds/Mutual Funds68%
  • Private Funds31%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Thomas Mckeon

    Thomas Mckeon

    Principal and Chief Investment OfficerCRD 2261840

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth