CLUAIN-ERAIRD EQUITY INVESTORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORTOLA VALLEY, California
CRD number
136234

Firm profile

FINTRX

Overview

Cluain-Eraird Equity Investors, LLC is organized as a limited liability company that operates as an investment manager rather than a retail/advisory intermediary. Public records classify the firm as unclassified and indicate it is not a capital allocator. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm’s SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JAMES CONNOR

    Managing DirectorCRD 4989298

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

PORTOLA VALLEY, CA

SAN MATEO

Location

PORTOLA VALLEY, CA

Headquartered in PORTOLA VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1 Creek Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth