CLUTTERBUCK CAPITAL MANAGEMENT LLC
Adviser information for CLUTTERBUCK CAPITAL MANAGEMENT LLC last updated from Form ADV on March 6th, 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 | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 8 | $144.6M |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $144.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $19.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $125.5M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-66522 |
|---|---|
| SEC ERA File Number | 801-66522 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140082 |
| Legal Entity Identifier | 549300GCPJL3MV5ED826 |
Principal Office
50 PUBLIC SQUARESUITE 4100
CLEVELAND
OH
United States
Monday - Friday, 8:00 - 5:00
Tel: 216-539-1181, Fax: 216-803-1199
Chief Compliance Officer
RYAN R. CRANE
PORTFOLIO MANAGER
50 PUBLIC SQUARE
SUITE 4100
CLEVELAND
OH
United States
Tel:
216-539-1181
Fax:
216-803-1199
R**@*******************M
(Full email address available in API data)
Regulatory Contact
DENISE K. VASICH
OFFICE MANAGER
50 PUBLIC SQUARE
SUITE 4100
CLEVELAND
OH
United States
Tel:
216-539-1181
Fax:
216-803-1199
D******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CF SPECIAL SITUATION FUND I, LP | Hedge Fund | $78.1M | $0.5M | 60 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CF MANAGERS LLC | Domestic Entity | – | MEMBER | 03/2006 | > 75% |
| CLUTTERBUCK, ROBERT, THOMAS | Individual | – | MANAGER | 03/2006 | < 5% |
| CF FOUNDERS LLC | Domestic Entity | CF MANAGERS LLC | MANAGING MEMBER | 09/2012 | > 75% |
| KENSINGTON OVAL LLC | Domestic Entity | CF FOUNDERS LLC | MANAGER | 09/2012 | 50-75% |
| CLUTTERBUCK, ROBERT, THOMAS | Individual | KENSINGTON OVAL LLC | MEMBER | 03/2006 | 25-50% |
| ROBERT T. CLUTTERBUCK IRREVOCABLE TRUST DATED APRIL 7, 2006 | Domestic Entity | KENSINGTON OVAL LLC | MEMBER | 03/2006 | 25-50% |
| CLUTTERBUCK, TY, THOMAS | Individual | ROBERT T. CLUTTERBUCK IRREVOCABLE TRUST DATED APRIL 7, 2006 | TRUSTEE | 04/2006 | |
| CRANE, RYAN, RICHARD | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |