Cliveden Capital Management, LLC

Overview

Cliveden Capital Management, LLC is an independent, individually owned registered investment adviser that manages portfolios for high-net-worth individuals, families and small businesses, and also provides portfolio management for business or institutional clients. Its typical engagement model charges both a percentage-of-assets fee and can include performance-based compensation. The firm does not identify as an active ESG investor and is not registered as a multistate or newly formed adviser. Advisory activity focuses on discretionary portfolio management. The firm appears to run separate account strategies with an equity orientation while retaining the flexibility to allocate to third-party alternative managers and private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives