Clutterbuck Capital Management LLC

RIASEC RegisteredEst. 2006
Total AUM
$233M
Discretionary
$233M
100% of AUM
Avg account
$46.7M
Accounts
5
Employees
5
Advisory reps
2

Firm details

Headquarters
Cleveland, Ohio
CRD number
140082
Registered since
April 17, 2006
Custodians
NATIONAL FINANCIAL SERVICES LLC, RAYMOND JAMES & ASSOCIATES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clutterbuck Capital Management LLC is a SEC‑registered hedge fund adviser formed in 2006 and organized as an LLC. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles and business or institutional mandates. Compensation is a mix of percentage‑of‑AUM fees, performance‑based fees and other arrangements. Clutterbuck does not market itself as an active ESG investor and is not described as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan Crane

    Chief Compliance OfficerCRD 4255747

Contacts

1 of 1
  • Robert Clutterbuck

    PartnerCRD 801997

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
50 Public Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth