CLP Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 305962
- Registered since
- July 26, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
CLP Asset Management, LLC is a privately owned limited liability company that registered with the SEC in 2021. The firm serves individual and family clients, providing portfolio management services geared toward individuals and small businesses. Its billing model combines percentage-of-assets and fixed-fee arrangements. CLP does not identify as an active ESG investor, is not positioned as a multi-state or related adviser, and does not act as a capital allocator or pension consultant. The firm is also involved on the sponsor/GP side, serving as managing member of pooled investment vehicles.
Assets & Accounts
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 Funds29%
- Private Funds26%
- Exchange Traded Equities17%
- US Government Bonds16%
- Other9%
Contacts
3 of 3Joshua Luff
CCO, Managing MemberCRD 5899228
Richard Losiniecki
MemberCRD 7183094
Jonathan Thiel
Executive Vice PresidentCRD 7183084
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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