Clifton Group Investment Management Co

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Assets, Funds, Holdings

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Clifton Group Investment Management Co
CRD #105370
SEC #801-8809
CIK #0001454968
AUM
Employees
Phone612-870-8800
Address309 Clifton Ave
Minneapolis, MN 55403
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
40322416802001200920172025
Type Form D Funds Date Sold AUM
HF Clifton International Inflation-Linked Bond Fund Ltd [2012-08-23] 15.5 M 14.0 M
Filed 2014-04-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
HF Clifton US Inflation-Linked Bond Fund Ltd 2012-08-23 18.0 M
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 74 14.5
By Discretionary
Discretionary 74 14.5
Non-Discretionary 0 0.0
Total 74 14.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 14.5
Total 74 14.5
Form D Directors Role # Filings # Firms 2011 - 2026
Thomas Lee Executive Officer 142 7
Orison Chaffee Executive Officer 11 3
DBA Parametric Clifton Parametric Portfolio Associates LLC Promoter 4 3
DBA The Clifton Group Parametric Portfolio Associates LLC Promoter 4 3
Management Company The Clifton Group Investment Promoter 3 3
EDGAR Form CIK 2011 - 2026
13F-HR [0001454968]
Firm Profile (Form ADV)
Discretionary AUM$25.8B
ServesInstitutional, Retail
Fund TypesHedge Fund
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