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 a privately owned institutional registered investment adviser organized as an LLC and first registered with the SEC in 2010. The firm serves both high-net-worth individuals and families as well as institutional clients, charging advisory fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals, small businesses, and for business or institutional accounts. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant.