CLAIRMONT CAPITAL GROUP, LLC
Adviser information for CLAIRMONT CAPITAL GROUP, 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 | 9 |
|---|---|
| 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 | 7 | $210.9M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $210.9M |
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 | 7 | $210.9M |
| 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 | 14 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128505 |
|---|---|
| SEC ERA File Number | 801-128505 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313639 |
| Legal Entity Identifier | None |
Principal Office
1063 GAYLEY AVENUEFLOOR 2
LOS ANGELES
CA
United States
Monday - Friday, 7:30 AM- 5:00 PM
Tel: 310-560-4183, Fax: None
Chief Compliance Officer
CHRISTIAN WENGER
CEO AND MANAGING PRINCIPAL
1063 GAYLEY AVENUE
FLOOR 2
LOS ANGELES
CA
United States
Tel:
310-560-4183
C********@************************M
(Full email address available in API data)
Regulatory Contact
NICK BURK
SENIOR VICE PRESIDENT
1063 GAYLEY AVENUE
FLOOR 2
LOS ANGELES
CA
United States
Tel:
818-263-5314
N***@************************M
(Full email address available in API data)
Industry Affiliates
| CLAIRMONT - RCX EUROPE FUND GENERAL PARTNER S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CLAIRMONT GP FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLAIRMONT GP FUND III IM, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLAIRMONT GP FUND IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLAIRMONT GP FUND IV IM, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EUROPE GP FUND ACCESS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CCG 800 BROADWAY LLC | REAL ESTATE INVESTMENT | $4.1M | $0.0M | 95 |
| CLAIRMONT 903 PEACHTREE LLC | REAL ESTATE INVESTMENT | $2.0M | $0.0M | 29 |
| CLAIRMONT GP FUND III LP | Real Estate Fund | $15.8M | $0.3M | 94 |
| CLAIRMONT GP FUND III QP LP | Real Estate Fund | $57.8M | $0.3M | 99 |
| CLAIRMONT GP FUND IV LP | Real Estate Fund | $116.5M | $1.0M | 217 |
| CLAIRMONT RCX EUROPE GP FUND SCSP | Real Estate Fund | $24.9M | $0.1M | 106 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WENGER, CHRISTIAN, SINCLAIR | Individual | – | CEO, CCO, AND MANAGING PRINCIPAL | 08/2018 | > 75% |
| WILSON, JASON, ALVIN | Individual | – | CHIEF UNDERWRITING OFFICER | 08/2018 | < 5% |
| TUNROSE, MACKLIN, ROB | Individual | – | DIRECTOR OF INVESTOR RELATIONS | 10/2021 | < 5% |