|
⚲
|
| CLPF LLC
✚
|
|
|---|---|
| CRD # | 312448 |
| SEC # | 801-120292 |
| CIK # | |
| AUM | $81.0 M (2026-03-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 607-930-4338 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 39.1 |
| (b) Individuals (high net worth individuals) | 10 | 41.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 244 | 81.0 |
| By Discretionary | ||
| Discretionary | 243 | 80.6 |
| Non-Discretionary | 1 | 0.4 |
| Total | 244 | 81.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 77.7 | |
| Total | 244 | 81.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conrad Capital Management Inc
✚
|
NY | 0.1 |
|
Heritage Grove Wealth Management LLC
✚
|
0.1 | |
|
Guidance Point Retirement Services LLC
✚
|
ME | 0.1 |
|
Betteredge Capital LLC
✚
|
NY | 0.1 |
|
Collega Capital Management SRL
✚
|
0.1 | |
|
Seaside Advisory Services Inc
✚
|
CA | 0.1 |
|
Federal PREP Advisors Inc
✚
|
NY | 0.1 |
|
Comprehensive Capital Management Inc
✚
|
NJ | 0.1 |
|
Forever Financial Advisors LLC
✚
|
0.1 | |
|
HV Capital Management LLC
✚
|
NY | 0.1 |