Clough Capital Partners, LP

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$151M
Accounts
10
Employees
11
Advisory reps
4

Firm details

Headquarters
Boston, Massachusetts
CRD number
131257
Registered since
June 3, 2004
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies58.6%
  • Charitable Organizations28.07%
  • Pooled Investment Vehicles13.33%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clough Capital Partners, LP operates as a hedge fund organized as a limited partnership and is registered with the SEC (registered in 2004). The firm targets institutional clients and charges both a percentage-of-assets management fee and performance-based fees. It performs commodity pool/commodity trading advisor activities and serves as portfolio manager across investment companies, pooled investment vehicles, and institutional or business mandates. The firm also acts as sponsor, general partner or managing member for pooled investment vehicles.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 83%, Investment Grade Corp Bonds 9%, US Government Bonds 7%, Non-Investment Grade Corp Bonds 1%83%
  • Exchange Traded Equities83%
  • Investment Grade Corp Bonds9%
  • US Government Bonds7%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.6M in ETFs

Passive

100%

$1.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
2X LONG VIX FUTURES ETF (UVIX)PassiveTrading Leveraged Equity$1.6M510,937100.00%

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
53 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth