Overview
Assets Under Management: $172 million
Headquarters: BERKELEY, CA
High-Net-Worth Clients: 26
Average Client Assets: $4.1 million
Frequently Asked Questions
CLAYTON PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127546), CLAYTON PARTNERS LLC is subject to fiduciary duty under federal law.
CLAYTON PARTNERS LLC is headquartered in BERKELEY, CA.
CLAYTON PARTNERS LLC serves 26 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, CLAYTON PARTNERS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CLAYTON PARTNERS LLC manages $172 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, CLAYTON PARTNERS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.76%
Average Client Assets: $4.1 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 127546
Filing ID: 2082697
Last Filing Date: 2026-03-26 17:38:31