CLOUGH CAPITAL PARTNERS, LP
Adviser information for CLOUGH CAPITAL PARTNERS, LP 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| 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 | 11 | $1.2B |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 5 | $662.7M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $210.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $314.6M |
| 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 | 18 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
53 STATE STREET27TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:00 - 5:00
Tel: 617-204-3400, Fax: 617-790-1509
Chief Compliance Officer
DANIEL GILLIS
CHIEF COMPLIANCE OFFICER
53 STATE STREET
27TH FLOOR
BOSTON
MA
United States
Tel:
617-204-3409
Fax:
617-790-1509
D******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CCP SPV, L.P. | Hedge Fund | $0.7M | $0.0M | 19 |
| CLOUGH HEALTHCARE MASTER FUND, L.P. | Hedge Fund | $26.1M | $1.0M | 20 |
| CLOUGH INVESTMENT PARTNERS I, LP | Hedge Fund | $148.6M | $2.0M | 31 |
| CLOUGH INVESTMENT PARTNERS II, LP | Hedge Fund | $20.1M | $0.5M | 15 |
| CLOUGH OFFSHORE FUND, LTD | Hedge Fund | $15.5M | $2.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLOUGH CAPITAL PARTNERS, LLC | Domestic Entity | – | GENERAL PARTNER | 09/1999 | < 5% |
| CLOUGH, CHARLES, INGALLS | Individual | – | CHAIRMAN, CHIEF INVESTMENT OFFICER, PARTNER, PORTFOLIO MANAGER | 10/2019 | < 5% |
| GILLIS, DANIEL, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2004 | < 5% |
| CLOUGH, CHARLES, INGALLS | Individual | CLOUGH CAPITAL PARTNERS, LLC | MANAGER | 09/1999 | > 75% |
| CLOUGH CGI LLC | Domestic Entity | – | LIMITED PARTNER | 05/2011 | 50-75% |
| CLOUGH, CHARLES, INGALLS | Individual | CLOUGH CGI LLC | MANAGER, OWNER | 05/2011 | > 75% |
| CHARLES I. CLOUGH JR. TRUST OF 2009 | Domestic Entity | – | LIMITED PARTNER | 11/2012 | < 5% |
| CLOUGH, CHARLES, INGALLS | Individual | CHARLES I. CLOUGH JR. TRUST OF 2009 | TRUSTEE | 11/2012 | |
| JAMES E. CANTY TRUST OF 2012 | Domestic Entity | – | LIMITED PARTNER | 12/2016 | 10-25% |
| Canty, Kristin, Marie | Individual | JAMES E. CANTY TRUST OF 2012 | TRUSTEE, OWNER | 04/2017 | > 75% |
| JAMES E. CANTY TRUST OF 2012 | Domestic Entity | CLOUGH CAPITAL PARTNERS, LLC | MEMBER | 04/2017 | |
| CLOUGH, CHARLES, INGALLS | Individual | JAMES E. CANTY TRUST OF 2012 | TRUSTEE | 11/2018 | |
| Kowaleski, John, Elliott | Individual | – | CHIEF FINANCIAL OFFICER | 07/2019 | < 5% |
| Smails, Marybeth | Individual | JAMES E. CANTY TRUST OF 2012 | TRUSTEE | 11/2019 | |
| LORUSSO, VINCENT, MICHAEL | Individual | – | PRESIDENT, CHIEF EXECUTIVE OFFICER, PARTNER, PORTFOLIO MANAGER | 08/2023 | 10-25% |
| LORUSSO, VINCENT, MICHAEL | Individual | CLOUGH CAPITAL PARTNERS, LLC | MEMBER | 01/2024 |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 6M | 34K | Charles I. Clough, Jr. |
| ABRDN HEALTHCARE INVESTORS | SH BEN INT | 1M | 61K | Charles I. Clough, Jr. |
| ABRDN LIFE SCIENCES INVESTOR | SH BEN INT | 1M | 75K | Charles I. Clough, Jr. |
| ACADIA HEALTHCARE COMPANY IN | COM | 631K | 9K | Charles I. Clough, Jr. |
| AERCAP HOLDINGS NV | SHS | 11M | 113K | Charles I. Clough, Jr. |
| AGNICO EAGLE MINES LTD | COM | 1M | 17K | Charles I. Clough, Jr. |
| ALPHABET INC | CAP STK CL C | 43M | 236K | Charles I. Clough, Jr. |
| AMAZON COM INC | COM | 37M | 191K | Charles I. Clough, Jr. |
| AMPHENOL CORP NEW | CL A | 8M | 118K | Charles I. Clough, Jr. |
| APPLE INC | COM | 57M | 273K | Charles I. Clough, Jr. |
| ARCELLX INC | COMMON STOCK | 265K | 5K | Charles I. Clough, Jr. |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | 1M | 116K | Charles I. Clough, Jr. |
| ARGENX SE | SPONSORED ADR | 385K | 895 | Charles I. Clough, Jr. |
| ASML HOLDING N V | N Y REGISTRY SHS | 34M | 34K | Charles I. Clough, Jr. |
| AT&T INC | COM | 1M | 52K | Charles I. Clough, Jr. |
| AUTOLIV INC | COM | 2M | 14K | Charles I. Clough, Jr. |
| BANK AMERICA CORP | COM | 954K | 24K | Charles I. Clough, Jr. |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 322K | 791 | Charles I. Clough, Jr. |
| BERKSHIRE HATHAWAY INC DEL | CL A | 9M | 15 | Charles I. Clough, Jr. |
| BIOGEN INC | COM | 10M | 43K | Charles I. Clough, Jr. |
| BIOMARIN PHARMACEUTICAL INC | COM | 295K | 4K | Charles I. Clough, Jr. |
| BLACKROCK HEALTH SCIENCES TE | COM SHS | 737K | 48K | Charles I. Clough, Jr. |
| BOEING CO | COM | 9M | 50K | Charles I. Clough, Jr. |
| BOOKING HOLDINGS INC | COM | 4M | 1K | Charles I. Clough, Jr. |
| BOSTON SCIENTIFIC CORP | COM | 693K | 9K | Charles I. Clough, Jr. |
| BROADCOM INC | COM | 11M | 7K | Charles I. Clough, Jr. |
| CARNIVAL CORP | UNIT 99/99/9999 | 28M | 1M | Charles I. Clough, Jr. |
| CHART INDS INC | COM | 1M | 9K | Charles I. Clough, Jr. |
| CHENIERE ENERGY INC | COM NEW | 18M | 102K | Charles I. Clough, Jr. |
| CHESAPEAKE ENERGY CORP | COM | 12M | 146K | Charles I. Clough, Jr. |
| CHEVRON CORP NEW | COM | 2M | 11K | Charles I. Clough, Jr. |
| COCA COLA CO | COM | 3M | 53K | Charles I. Clough, Jr. |
| COMCAST CORP NEW | CL A | 2M | 42K | Charles I. Clough, Jr. |
| CRISPR THERAPEUTICS AG | NAMEN AKT | 1M | 21K | Charles I. Clough, Jr. |
| D R HORTON INC | COM | 14M | 99K | Charles I. Clough, Jr. |
| DELL TECHNOLOGIES INC | CL C | 3M | 19K | Charles I. Clough, Jr. |
| DIAMONDBACK ENERGY INC | COM | 491K | 2K | Charles I. Clough, Jr. |
| DOW INC | COM | 907K | 17K | Charles I. Clough, Jr. |
| DUKE ENERGY CORP NEW | COM NEW | 4M | 40K | Charles I. Clough, Jr. |
| ECOLAB INC | COM | 5M | 21K | Charles I. Clough, Jr. |
| ELEVANCE HEALTH INC | COM | 14M | 26K | Charles I. Clough, Jr. |
| ELI LILLY & CO | COM | 25M | 28K | Charles I. Clough, Jr. |
| EMBRAER S.A. | SPONSORED ADS | 888K | 34K | Charles I. Clough, Jr. |
| ENCOMPASS HEALTH CORP | COM | 12M | 136K | Charles I. Clough, Jr. |
| EVEREST GROUP LTD | COM | 19M | 49K | Charles I. Clough, Jr. |
| EXELON CORP | COM | 4M | 121K | Charles I. Clough, Jr. |
| EXXON MOBIL CORP | COM | 2M | 20K | Charles I. Clough, Jr. |
| FREEPORT-MCMORAN INC | CL B | 14M | 285K | Charles I. Clough, Jr. |
| GENERAL DYNAMICS CORP | COM | 21M | 71K | Charles I. Clough, Jr. |
| GENERAL MLS INC | COM | 2M | 36K | Charles I. Clough, Jr. |
| GILEAD SCIENCES INC | COM | 432K | 6K | Charles I. Clough, Jr. |
| HCA HEALTHCARE INC | COM | 13M | 39K | Charles I. Clough, Jr. |
| HDFC BANK LTD | SPONSORED ADS | 5M | 77K | Charles I. Clough, Jr. |
| HELIX ENERGY SOLUTIONS GRP I | COM | 1M | 103K | Charles I. Clough, Jr. |
| HOLOGIC INC | COM | 532K | 7K | Charles I. Clough, Jr. |
| HOME DEPOT INC | COM | 877K | 3K | Charles I. Clough, Jr. |
| HUMANA INC | COM | 306K | 820 | Charles I. Clough, Jr. |
| ICF INTL INC | COM | 1M | 8K | Charles I. Clough, Jr. |
| ICICI BANK LIMITED | ADR | 13M | 442K | Charles I. Clough, Jr. |
| INARI MED INC | COM | 1M | 24K | Charles I. Clough, Jr. |
| INFINERA CORP | COM | 248K | 41K | Charles I. Clough, Jr. |
| INTERNATIONAL SEAWAYS INC | COM | 10M | 171K | Charles I. Clough, Jr. |
| INTRA-CELLULAR THERAPIES INC | COM | 233K | 3K | Charles I. Clough, Jr. |
| JOHNSON & JOHNSON | COM | 1M | 8K | Charles I. Clough, Jr. |
| JPMORGAN CHASE & CO. | COM | 11M | 56K | Charles I. Clough, Jr. |
| KINROSS GOLD CORP | COM | 1M | 148K | Charles I. Clough, Jr. |
| KLA CORP | COM NEW | 1M | 1K | Charles I. Clough, Jr. |
| LAM RESEARCH CORP | COM | 3M | 3K | Charles I. Clough, Jr. |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 8M | 113K | Charles I. Clough, Jr. |
| LINDE PLC | SHS | 4M | 9K | Charles I. Clough, Jr. |
| MAGNITE INC | COM | 2M | 146K | Charles I. Clough, Jr. |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | 7M | 79K | Charles I. Clough, Jr. |
| MCDONALDS CORP | COM | 1M | 5K | Charles I. Clough, Jr. |
| MEDTRONIC PLC | SHS | 1M | 13K | Charles I. Clough, Jr. |
| MERCADOLIBRE INC | COM | 8M | 5K | Charles I. Clough, Jr. |
| MERCK & CO INC | COM | 16M | 130K | Charles I. Clough, Jr. |
| META PLATFORMS INC | CL A | 11M | 22K | Charles I. Clough, Jr. |
| MICRON TECHNOLOGY INC | COM | 13M | 96K | Charles I. Clough, Jr. |
| MICROSOFT CORP | COM | 66M | 148K | Charles I. Clough, Jr. |
| MORGAN STANLEY | COM NEW | 2M | 19K | Charles I. Clough, Jr. |
| NIKE INC | CL B | 362K | 5K | Charles I. Clough, Jr. |
| NORTHROP GRUMMAN CORP | COM | 8M | 17K | Charles I. Clough, Jr. |
| NU HLDGS LTD | ORD SHS CL A | 1M | 93K | Charles I. Clough, Jr. |
| NVIDIA CORPORATION | COM | 32M | 256K | Charles I. Clough, Jr. |
| ON HLDG AG | NAMEN AKT A | 495K | 13K | Charles I. Clough, Jr. |
| ONESPAWORLD HOLDINGS LIMITED | COM | 1M | 71K | Charles I. Clough, Jr. |
| ORTHOFIX MED INC | COM | 2M | 119K | Charles I. Clough, Jr. |
| PEPSICO INC | COM | 914K | 6K | Charles I. Clough, Jr. |
| PLANET LABS PBC | COM CL A | 267K | 143K | Charles I. Clough, Jr. |
| PROCTER AND GAMBLE CO | COM | 9M | 55K | Charles I. Clough, Jr. |
| PROLOGIS INC. | COM | 988K | 9K | Charles I. Clough, Jr. |
| PRUDENTIAL FINL INC | COM | 387K | 3K | Charles I. Clough, Jr. |
| PULTE GROUP INC | COM | 14M | 128K | Charles I. Clough, Jr. |
| REDDIT INC | CL A | 8M | 130K | Charles I. Clough, Jr. |
| REGENERON PHARMACEUTICALS | COM | 751K | 715 | Charles I. Clough, Jr. |
| ROIVANT SCIENCES LTD | SHS | 4M | 377K | Charles I. Clough, Jr. |
| ROYAL CARIBBEAN GROUP | COM | 15M | 93K | Charles I. Clough, Jr. |
| RTX CORPORATION | COM | 11M | 113K | Charles I. Clough, Jr. |
| SCHWAB CHARLES CORP | COM | 14M | 194K | Charles I. Clough, Jr. |
| SELECT MED HLDGS CORP | COM | 8M | 231K | Charles I. Clough, Jr. |
| SELECT WATER SOLUTIONS INC | CL A COM | 1M | 103K | Charles I. Clough, Jr. |
| SHARKNINJA INC | COM SHS | 17M | 220K | Charles I. Clough, Jr. |
| SIMON PPTY GROUP INC NEW | COM | 2M | 14K | Charles I. Clough, Jr. |
| SKYLINE CHAMPION CORPORATION | COM | 1M | 15K | Charles I. Clough, Jr. |
| SOUTHWESTERN ENERGY CO | COM | 11M | 2M | Charles I. Clough, Jr. |
| STARBUCKS CORP | COM | 1M | 14K | Charles I. Clough, Jr. |
| STARWOOD PPTY TR INC | COM | 542K | 29K | Charles I. Clough, Jr. |
| STERLING INFRASTRUCTURE INC | COM | 1M | 11K | Charles I. Clough, Jr. |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 3M | 20K | Charles I. Clough, Jr. |
| TRANSDIGM GROUP INC | COM | 21M | 16K | Charles I. Clough, Jr. |
| TRANSOCEAN LTD | REGISTERED SHS | 17M | 3M | Charles I. Clough, Jr. |
| TRIP COM GROUP LTD | ADS | 4M | 87K | Charles I. Clough, Jr. |
| UNITEDHEALTH GROUP INC | COM | 14M | 27K | Charles I. Clough, Jr. |
| UNIVERSAL HLTH SVCS INC | CL B | 12M | 63K | Charles I. Clough, Jr. |
| VALE S A | SPONSORED ADS | 6M | 515K | Charles I. Clough, Jr. |
| VERIZON COMMUNICATIONS INC | COM | 12M | 290K | Charles I. Clough, Jr. |
| VICI PPTYS INC | COM | 473K | 17K | Charles I. Clough, Jr. |
| WALMART INC | COM | 736K | 11K | Charles I. Clough, Jr. |