Clarion Call Capital

RIASEC RegisteredEst. 2024

Total AUM

$66.5M

Discretionary

$66.5M

100% of AUM

Avg account

$5.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 333446
Registered since: November 15, 2024
Website: clarioncallcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses79.39%
HNWI10.51%
Charitable Organizations5.58%
Other Investment Advisers4.52%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clarion Call Capital is a limited liability company that registered with the SEC in 2024 and operates as an institutional RIA under individual ownership. The firm provides portfolio management services to both individuals/small businesses and to business or institutional clients, and charges its advisory fee as a percentage of assets under management. It characterizes its investment approach with a clear fixed-income tilt and does not position itself as a capital allocator. The adviser is not identified as an active ESG investor, and it does not list pension consulting, related-adviser relationships, or multi-state advisory activity.