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CLOCKWISE CAPITAL LLC
CRD 175233 · SEC 801-123024
1395 BRICKELL AVE, UNIT 800, MIAMI, FL, 33131, United States
Phone
(305) 200-8800
Fax
(305) 200-8801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.5M
Discretionary AUM
$71.5M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; THIRD PARTY MONEY MANAGERS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $20.5M |
| Other investment advisers | 149 | $51.0M |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD