|
⚲
|
| Claremont Capital Management LLC
✚
|
|
|---|---|
| CRD # | 155189 |
| SEC # | 801-71872 |
| CIK # | 0001845992 |
| AUM | $797.8 M (2025-03-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 602-222-2135 |
| Address | 333 E Osborn Road Phoenix, AZ 85012 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.5 |
| (b) Individuals (high net worth individuals) | 17 | 202.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 10 | 594.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 797.8 |
| By Discretionary | ||
| Discretionary | 29 | 797.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 797.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 797.8 | |
| Total | 29 | 797.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001845992] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Claris Advisors LLC
✚
|
MO | 0.8 |
|
Teamwork Financial Advisors LLC
✚
|
TX | 0.8 |
|
Fortis Group Advisors LLC
✚
|
NJ | 0.8 |
|
Canopy Partners LLC
✚
|
OH | 0.8 |
|
Vaquero Private Wealth Ltd
✚
|
TX | 0.8 |
|
Berthel Fisher & Company Financial Services Inc
✚
|
IA | 0.8 |
|
Stablepoint Partners LLC
✚
|
MA | 0.8 |
|
Perryman Financial Advisory Inc
✚
|
TX | 0.8 |
|
Occidental Asset Management LLC
✚
|
CA | 0.8 |
|
Founders Capital Management LLC
✚
|
CT | 0.8 |