Overview
Assets Under Management: $3.5 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 682
Average Client Assets: $4 million
Frequently Asked Questions
CLINTON INVESTMENT MANAGEMENT, 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 #143599), CLINTON INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CLINTON INVESTMENT MANAGEMENT, LLC is headquartered in STAMFORD, CT.
CLINTON INVESTMENT MANAGEMENT, LLC serves 682 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, CLINTON INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
CLINTON INVESTMENT MANAGEMENT, LLC manages $3.5 billion in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, CLINTON INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 682
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.77
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,846
Discretionary Accounts: 1,846
Regulatory Filings
CRD Number: 143599
Filing ID: 1938222
Last Filing Date: 2025-03-20 09:32:00
Website: https://clintoninvestment.com