CLOUD CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$313M
Accounts
9
Employees
27
Advisory reps
3

Firm details

Headquarters
Washington, District of Columbia
CRD number
314113
Registered since
March 8, 2022
Website
cldcap.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cloud Capital Advisors LLC is an SEC-registered investment adviser formed in 2022 that operates as a limited liability company and focuses on pooled investment vehicles, with an emphasis on real estate strategies. The firm serves an institutional client base and typically acts as adviser, sponsor and general partner or managing member of its funds, providing portfolio management for pooled vehicles. Its fee model combines a percentage-of-assets component with performance-based fees. Cloud Capital does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • SHARIAR MOHAJER

    President and Chief Investment OfficerCRD 2505583

  • JOHN COMERFORD

    Chief Operating Officer and Chief Compliance OfficerCRD 5073149

Contacts

1 of 1
  • Hossein Fateh

    FounderCRD 7497262

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1212 New York Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth