Clockwise Capital LLC

RIASEC Registered

Total AUM

$71.5M

Discretionary

$71.5M

100% of AUM

Avg account

$474K

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 175233
Registered since: January 11, 2022
Website: clockwisecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other Investment Advisers71.34%
Investment Companies28.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clockwise Capital LLC is an SEC-registered investment adviser (registration year 2022) organized as an LLC and owned by an individual. The firm positions itself as a capital allocator serving institutional clients and provides a mix of portfolio management and financial planning services across individuals, businesses, pooled vehicles and investment companies. Its reported advisory activities include selection of other advisers and running educational seminars or workshops, and filings indicate the firm can act as sponsor or general partner of pooled vehicles. Fee arrangements include percentage-of-AUM pricing and performance-based fees, alongside other fee types. The firm does not identify as an active ESG investor.