Clutch Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154533
- Website
- clutchcap.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clutch Capital Management, LLC is an independent, privately owned registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM charge as well as hourly, fixed-fee, commission-based, and performance-fee options. The adviser does not position itself as a capital allocator and is not active on ESG mandates; it is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities30%
- US Government Bonds30%
- State & Local Bonds30%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1
Boris Khaim
CIOCRD 4468136
Contacts
2 of 2
Marc Segelnick
Managing DirectorCRD 2610349
Ariel Serber
Director of Client SuccessCRD 4557891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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