CLELLAND & COMPANY INC
CLELLAND & CO INC Legal Name
Adviser information for CLELLAND & COMPANY INC last updated from Form ADV on March 15th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, 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 | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 253 | $316.3M |
| Non-Discretionary | 15 | $83.5M |
| Total | 268 | $399.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 62 | $28.2M |
| HNW Individuals | 23 | $172.4M |
| 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 | <5 | $22.6M |
| Charitable organizations | 5 | $134.2M |
| 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 | <5 | $2.7M |
| Other | 9 | $39.6M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-34425 |
|---|---|
| SEC ERA File Number | 801-34425 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105406 |
| Legal Entity Identifier | None |
Principal Office
5151 SHOREHAM PLACE, SUITE 130SAN DIEGO
CA
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 858-587-8700, Fax: 858-587-8787
Websites
Chief Compliance Officer
MATTHEW MEDEIROS
PRESIDENT/CEO
5151 SHOREHAM PLACE, SUITE 130
SAN DIEGO
CA
United States
Tel:
858-587-8700
Fax:
858-587-8787
M***@***********M
(Full email address available in API data)
Regulatory Contact
HANNAH O'LOUGHLIN
VICE PRESIDENT, CFO
5151 SHOREHAM PLACE, SUITE 130
SAN DIEGO
CA
United States
Tel:
858-587-8700
Fax:
858-587-8787
H*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEDEIROS, MATTHEW, DAVID | Individual | – | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 05/2022 | 10-25% |
| O'LOUGHLIN, HANNAH, CHRISTINE | Individual | – | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | 05/2022 | 5-10% |
| MEDOLO, LLC | Domestic Entity | – | SHAREHOLDER | 05/2022 | 50-75% |
| O'LOUGHLIN, HANNAH, CHRISTINE | Individual | MEDOLO, LLC | MANAGING MEMBER | 01/2022 | 25-50% |
| MEDEIROS, MATTHEW, DAVID | Individual | MEDOLO, LLC | MANAGING MEMBER | 01/2022 | 25-50% |