CLAIRMONT CAPITAL GROUP, LLC

RIASEC RegisteredEst. 2023
Total AUM
$160M
Discretionary
$160M
100% of AUM
Avg account
$20M
Accounts
8
Employees
7
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
313639
Registered since
August 14, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clairmont Capital Group, LLC is an SEC-registered LLC (registered in 2023) that operates as a pooled-vehicle manager with a primary orientation toward real estate strategies. The firm targets institutional clients and charges both a percentage-of-assets fee and performance-based fees. Its advisory work centers on portfolio management for pooled investment vehicles, and it also acts in sponsor/GP/managing-member roles for those vehicles rather than functioning solely as a passive allocator. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Contacts

3 of 3
  • NICHOLAS BURK

    Senior Vice PresidentCRD 8068943

  • MACKLIN TURNROSE

    Director of Investor RelationsCRD 6977004

  • CHRISTIAN WENGER

    Principal and FounderCRD 5296689

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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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
1063 Gayley Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth