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| The Clifford Group LLC
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|---|---|
| CRD # | 318897 |
| SEC # | 801-123547 |
| CIK # | 0001965522 |
| AUM | 248.3 M (2026-04-09) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-600-2083 |
| Address | 321 Commonwealth Road Wayland, MA 01778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965522 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.5 | ||
| Amazon Com Inc | 3.1 | ||
| Apple Inc | 2.8 | ||
| Alphabet Inc | 2.8 | ||
| Microsoft Corp | 2.3 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Facebook Inc | 1.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.5 | ||
| Broadcom Inc | 1.3 | ||
| Morgan Stanley | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.8 | ||
| Automatic Data Processing Inc | 0.8 | ||
| Amerisourcebergen Corp | 0.7 | ||
| Cisco Systems Inc | 0.7 | ||
| Phillips 66 | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 80.1 |
| (b) Individuals (high net worth individuals) | 61 | 168.2 |
| (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 | 921 | 248.3 |
| By Discretionary | ||
| Discretionary | 921 | 248.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 921 | 248.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.3 | |
| Total | 921 | 248.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965522] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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