CLOCKWORK CAPITAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
329271
Fee structure
Other

Firm profile

FINTRX

Overview

Clockwork Capital, LLC is organized as a limited liability company with domestic entity and individual ownership. The firm is classified as "unclassified" in the available profile and reports an atypical fee arrangement described as "Other." It identifies as an active ESG investor, which suggests ESG factors are incorporated into at least some of its investment decision-making. Publicly available snapshot data does not provide a registration year or a detailed description of advisory or business activities. The firm is not reported as a capital allocator, pension consultant, related adviser, or a multi-state adviser, and it is not listed as newly formed.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Caitlin James

    Associate DirectorCRD 6673180

  • CORY SHEA

    Investment Advisor RepresentativeCRD 7837054

  • Paola Schaar Bernardi

    Investment Adviser RepresentativeCRD 8028915

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
427 Park St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth