CLAREMONT CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

Total AUM

$844M

Discretionary

$844M

100% of AUM

Avg account

$33.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PHOENIX, Arizona
CRD number: 155189
Registered since: September 30, 2010
Website: www.claremontcapital.com
Custodians: PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Insurance Companies76.47%
HNWI23.23%
Individuals0.29%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Claremont Capital Management, LLC is an SEC-registered investment adviser formed as an LLC and operating since 2010. The firm is individually owned and provides fee-based portfolio management, charging clients a percentage of assets under management. Its client mix includes high-net-worth individuals and families as well as institutional and business accounts, and its advisory work focuses on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Claremont does not position itself as an ESG-focused manager, is not registered as a multi-state adviser, and is not structured primarily as a capital allocator. The firm’s stated investment orientation favors fixed-income exposure, with a substantial allocation to U.S. government bonds.