CLP ASSET MANAGEMENT, LLC
Adviser information for CLP ASSET MANAGEMENT, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $140.3M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $140.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 6 | $140.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121850 |
|---|---|
| SEC ERA File Number | 801-121850 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305962 |
| Legal Entity Identifier | None |
Principal Office
8901 FIRETOWER ROADOOLTEWAH
TN
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 630-272-6321, Fax: None
Chief Compliance Officer
JOSHUA LUFF
MANAGING MEMBER
8901 FIRETOWER ROAD
OOLTEWAH
TN
United States
Tel:
(630) 272-6321
J****@********M
(Full email address available in API data)
Industry Affiliates
| CLP INVESTMENTS | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLPI - BIG RIG | Private Equity Fund | $3.1M | $0.0M | 15 |
| CLPI - BITKRAFT | Private Equity Fund | $1.6M | $0.0M | 5 |
| CLPI - BLOCKWARE | Private Equity Fund | $1.4M | $0.0M | 10 |
| CLPI - ERIE STREET | Private Equity Fund | $2.0M | $0.0M | 4 |
| CLPI - ERIE STREET I | Private Equity Fund | $2.3M | $0.0M | 13 |
| CLPI - LAKE BLUFF I, LLC | Private Equity Fund | $1.0M | $0.0M | 8 |
| CLPI - MESOTECH | Private Equity Fund | $1.3M | $0.0M | 10 |
| CLPI - RE I | Real Estate Fund | $4.0M | $0.0M | 11 |
| CLPI - RECYCLING | Private Equity Fund | $2.7M | $0.0M | 18 |
| CLPI KILLARNEY | Private Equity Fund | $0.5M | $0.0M | 9 |
| CLPI PROOS | Private Equity Fund | $0.5M | $0.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THIEL, JONATHAN, ALLAN | Individual | – | MEMBER | 09/2019 | 25-50% |
| LUFF, JOSHUA | Individual | – | MANAGING MEMBER / CCO | 09/2019 | 25-50% |
| LOSINIECKI, RICHARD, DANIEL | Individual | – | MEMBER | 09/2019 | 25-50% |