CLOUD CAPITAL ADVISORS LLC
Adviser information for CLOUD CAPITAL ADVISORS LLC last updated from Form ADV on March 28th, 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 | 12 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 4 | $646.0M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $646.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $646.0M |
| 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 | 1 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-123380 |
|---|---|
| SEC ERA File Number | 801-123380 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314113 |
| Legal Entity Identifier | None |
Principal Office
MIDTOWN WEST, SUITE 340,1150 ASSEMBLY DRIVE
TAMPA
FL
United States
Monday - Friday, 8AM - 6PM ET
Tel: (813) 587-1997, Fax: None
Chief Compliance Officer
JOHN COMERFORD
SIXTH FLOOR, MUTUAL HOUSE
70 CONDUIT STREET
LONDON
United Kingdom
Tel:
+44 7572 738 941
J*********@*********M
(Full email address available in API data)
Regulatory Contact
LISA BOLLARD
COMPLIANCE OFFICER
SIXTH FLOOR, MUTUAL HOUSE
70 CONDUIT STREET
LONDON
United Kingdom
Tel:
+44 7944 396 260
L*******@*********M
(Full email address available in API data)
Industry Affiliates
| CLOUD CAPITAL (LUX) GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| CLOUD CAPITAL GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLOUD CAPITAL LLP | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLOUD CAPITAL EUROPEAN FUND SCSP | Real Estate Fund | $165.7M | $10.0M | 5 |
| CLOUD CAPITAL US LP | Real Estate Fund | $382.8M | $10.0M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MERCER INTERESTS LLC | Domestic Entity | – | SOLE MEMBER | 09/2006 | > 75% |
| Fateh, Hossein | Individual | – | MANAGER | 08/2020 | < 5% |
| Fateh, Hossein | Individual | MERCER INTERESTS LLC | SOLE MEMBER | 09/2006 | > 75% |
| COMERFORD, JOHN, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2022 | < 5% |
| MYNARD, CLAYTON, JOSEPH | Individual | – | GENERAL COUNSEL | 08/2022 | < 5% |