CLOCKWISE CAPITAL LLC
Adviser information for CLOCKWISE CAPITAL LLC last updated from Form ADV on March 29th, 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 | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 14 | $269.5M |
| Non-Discretionary | 1 | $60.6M |
| Total | 15 | $330.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $1.6M |
| HNW Individuals | <5 | $11.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $20.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $3.4M |
| Pension and profit sharing plans | <5 | $1.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $293.0M |
| 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 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMPerformance-based feesTHIRD PARTY MONEY MANAGERS |
Identifiers
| SEC RIA File Number | 801-123024 |
|---|---|
| SEC ERA File Number | 801-123024 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 175233 |
| Legal Entity Identifier | None |
Principal Office
1395 BRICKELL AVEUNIT 800
MIAMI
FL
United States
BY APPOINTMENT ONLY, 8:00AM-6:00PM
Tel: (305) 200-8800, Fax: (305) 200-8801
Chief Compliance Officer
GARARI ELI MIKEL
MANAGING PARTNER
1395 BRICKELL AVE
UNIT 800
MIAMI
FL
United States
Tel:
(305) 200-8800
Fax:
(305) 200-8801
E**@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLOCKWISE VENTURES I L.P. | Hedge Fund | $5.9M | $1.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MIKEL, GARARI, ELI | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER | 10/2013 | 25-50% |
| GUTTRIDGE, RYAN, JEFFERY | Individual | – | MANAGING PARTNER | 10/2018 | 25-50% |
| CAKMAK, CENGIZ, MEHMET | Individual | – | CRO | 04/2021 | 5-10% |