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CLAYTON PARTNERS LLC
CRD 127546 · SEC 801-85190
3160 COLLEGE AVENUE, SUITE 203, BERKELEY, CA, 94705, United States
Phone
415-296-5070
Fax
415-296-5074
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.0M
Discretionary AUM
$172.0M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $8.6M |
| High net worth individuals | 26 | $106.2M |
| Pooled investment vehicles | 1 | $57.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD