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⚲
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| Clockwise Capital LLC
✚
| |
|---|---|
| CRD # | 175233 |
| SEC # | 801-123024 |
| CIK # | |
| AUM | $330.1 MM (2024-03-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 305-200-8800 |
| Address | 1395 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Clockwise Ventures I LP | 2022-05-25 | 5.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 1.6 |
| (b) Individuals (high net worth individuals) | 4 | 11.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 20.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.4 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 293.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 330.1 |
| By Discretionary | ||
| Discretionary | 14 | 269.5 |
| Non-Discretionary | 1 | 60.6 |
| Total | 15 | 330.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 47.7 | |
| United States Persons | 282.4 | |
| Total | 15 | 330.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Markets IQ LLC
✚
|
TX | 0.4 |
|
Sicart Associates LLC
✚
|
NY | 0.4 |
|
Cove Street Capital LLC
✚
|
CA | 0.4 |
|
Birinyi Associates Inc
✚
|
CT | 0.3 |
|
Papamarkou Wellner Asset Management Inc
✚
|
NY | 0.3 |
|
SL Advisors LLC
✚
|
NJ | 0.3 |
|
Camelot Portfolios LLC
✚
|
OH | 0.3 |
|
Lokken Investment Group LLC
✚
|
DE | 0.3 |
|
Sturgeon Ventures LLP
✚
|
0.3 | |
|
Alpha Principle LLC
✚
|
CO | 0.3 |