|
⚲
|
| CLPF LLC
✚
| |
|---|---|
| CRD # | 312448 |
| SEC # | 801-120292 |
| CIK # | |
| AUM | $70.0 MM (2024-02-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 607-930-4338 |
| Address | 2406 State Hwy 268 Hancock, NY 13783 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 27.0 |
| (b) Individuals (high net worth individuals) | 15 | 42.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 202 | 78.3 |
| By Discretionary | ||
| Discretionary | 201 | 78.2 |
| Non-Discretionary | 1 | 0.2 |
| Total | 202 | 78.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 78.3 | |
| Total | 202 | 78.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 0.1 |
|
Virtus Financial Partners LLC
✚
|
FL | 0.1 |
|
Lee Investment Management LLC
✚
|
NY | 0.1 |
|
VORA Wealth Management PLLC
✚
|
AZ | 0.1 |
|
Bridge Financial Planning LLC
✚
|
0.1 | |
|
Apforia Ltd
✚
|
VA | 0.1 |
|
Castle Rock Investment Company
✚
|
CO | 0.1 |
|
Canterbury Investment Management LLC
✚
|
IN | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
Guidance Point Retirement Services LLC
✚
|
ME | 0.1 |