CLAREMONT CAPITAL MANAGEMENT, LLC
Adviser information for CLAREMONT CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 14th, 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 | Arizona, 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 | 26 | $734.9M |
| Non-Discretionary | 0 | $0 |
| Total | 26 | $734.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $869,785 |
| HNW Individuals | 16 | $189.3M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 10 | $544.6M |
| 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 businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-71872 |
|---|---|
| SEC ERA File Number | 801-71872 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155189 |
| Legal Entity Identifier | None |
Principal Office
333 E OSBORN ROADSUITE 300
PHOENIX
AZ
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 602-222-2135, Fax: 602-257-5117
Websites
Chief Compliance Officer
PATRICK KENNEDY KOHNEN
CHIEF COMPLIANCE OFFICER
333 E OSBORN RD
SUITE 300
PHOENIX
AZ
United States
Tel:
602-222-2135
Fax:
602-257-5117
P******@*******************M
(Full email address available in API data)
Regulatory Contact
THOMAS PALMER
CHIEF INVESTMENT OFFICER
333 E OSBORN ROAD
SUITE 300
PHOENIX
AZ
United States
Tel:
602-222-2130
Fax:
602-257-5117
T******@*******************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 |
|---|---|---|---|---|---|
| PALMER, THOMAS, PAYNE | Individual | – | MANAGING MEMBER | 10/2002 | > 75% |
| KOHNEN, PATRICK, KENNEDY | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2010 | < 5% |