CLOUD CAPITAL LLC
Adviser information for CLOUD CAPITAL LLC last updated from Form ADV on March 27th, 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 | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 60 | $13.9M |
| Non-Discretionary | 3 | $387.5M |
| Total | 63 | $401.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 20 | $350,000 |
| HNW Individuals | 21 | $13.6M |
| 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 | $267.5M |
| 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 | <5 | $120.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 45 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsFIDUCIARY COMMITTEE TRAINING |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-70250 |
|---|---|
| SEC ERA File Number | 801-70250 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150275 |
| Legal Entity Identifier | None |
Principal Office
24754 S 4090 ROADCLAREMORE
OK
United States
VARIES, 9-4
Tel: 9183141220, Fax: None
Chief Compliance Officer
RANDY CLOUD
PRESIDENT
24754 S 4090 ROAD
CLAREMORE
OK
United States
Tel:
9183141220
R*********@****************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 |
|---|---|---|---|---|---|
| CLOUD, RICHARD, RANDALL | Individual | – | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, DIRECTOR | 12/2008 | > 75% |