Clough Capital Partners, LP

RIASEC RegisteredEst. 2004
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$151M
Accounts
10
Employees
11
Advisory reps
4

Firm details

Headquarters
Boston, Massachusetts
CRD number
131257
Registered since
June 3, 2004
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies58.6%
  • Charitable Organizations28.07%
  • Pooled Investment Vehicles13.33%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clough Capital Partners, LP is a hedge fund-style adviser organized as a limited partnership and operating primarily for institutional clients. The firm has been SEC-registered since 2004 and provides portfolio management across pooled vehicles, investment companies and institutional accounts. It also functions in CPO/CTA capacities and acts as sponsor or general partner for pooled investment vehicles. Fee arrangements combine asset-based charges with performance fees. The firm does not identify as an active ESG investor and it is not a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Exchange Traded Equities 83%, Investment Grade Corp Bonds 9%, US Government Bonds 7%, Non-Investment Grade Corp Bonds 1%83%
  • Exchange Traded Equities83%
  • Investment Grade Corp Bonds9%
  • US Government Bonds7%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • Charles Clough

    Charles Clough

    Chairman & Chief Investment OfficerCRD 2545250

  • John Kowaleski

    John Kowaleski

    Partner & Chief Financial OfficerCRD 7161761

  • Daniel Gillis

    Daniel Gillis

    Chief Compliance OfficerCRD 2044327

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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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ETF holdings

1 of 1

Active vs passive

$1.6M in ETFs

Passive

100%

$1.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
2X LONG VIX FUTURES ETF (UVIX)PassiveTrading Leveraged Equity$1.6M510,937100.00%

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
53 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth