CLP Asset Management, LLC

Overview

CLP Asset Management, LLC is an SEC-registered investment adviser formed as a limited liability company in 2021 that focuses on portfolio management for individuals and small businesses. The firm serves a concentrated client base of high-net-worth households and family clients and operates under a fee model that combines a percentage of assets under management with fixed fees. CLP acts not only as a manager for discretionary portfolios but also sponsors and runs pooled investment vehicles as a general partner or managing member, which indicates an active role in structuring and operating private funds alongside its advisory business. The adviser is not positioned as an ESG-focused manager and does not identify as a multi-state advisory firm or pension consultant. CLP’s investment activity shows a clear tilt toward pooled public funds for core exposure while maintaining an active private-fund program. Public mutual funds make up the single largest public allocation, while the firm’s private activity centers on private equity and real estate vehicles where CLP serves in sponsor/GP capacities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices