CLUTTERBUCK CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2006
Total AUM
$233M
Discretionary
$233M
100% of AUM
Avg account
$46.7M
Accounts
5
Employees
5
Advisory reps
2

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
140082
Registered since
April 17, 2006
Custodians
NATIONAL FINANCIAL SERVICES LLC, RAYMOND JAMES & ASSOCIATES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clutterbuck Capital Management LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2006. The firm operates as a hedge fund manager that serves both individual/family clients and institutional investors. Its advisory activities span discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for institutions and corporate clients. Compensation includes asset-based fees as well as performance fees, consistent with a hedge fund fee model. The firm does not identify as an ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • RYAN CRANE

    Chief Compliance OfficerCRD 4255747

Contacts

1 of 1
  • ROBERT CLUTTERBUCK

    PartnerCRD 801997

Wealth teams

FINTRX

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

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
50 Public Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth