CLOUD CAPITAL MANAGEMENT

Overview

Cloud Capital Management is an independent registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional investors, offering financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Its fee schedule combines a percentage-of-assets model with performance‑based fees for certain engagements, which suggests an emphasis on manager-driven strategies and outcomes for eligible accounts. Investment implementation centers on public funds and mutual funds as the primary building blocks for core equity and fixed‑income exposure, while alternatives play a meaningful secondary role. The firm also sponsors and acts as general partner or managing member for pooled vehicles, indicating it not only allocates to third‑party alternative managers but can operate proprietary pooled structures as well. Cloud Capital Management is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices