CLOVIS POINT CAPITAL, LLC
Adviser information for CLOVIS POINT CAPITAL, LLC last updated from Form ADV on February 29th, 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 | Texas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-117672 |
|---|---|
| SEC ERA File Number | 802-117672 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 249788 |
| Legal Entity Identifier | None |
Principal Office
1980 POST OAK BLVDSUITE 1500
HOUSTON
TX
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 713-966-6731, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| CHRISTOPHER E. JOSEPH | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT CAPITAL HOLDINGS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT CAPITAL HOLDINGS LP | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT GP HOLDINGS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT II-B, LP | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT II, LP | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT III GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| CLOVIS POINT III, LP | Sponsor, GP, manager of pooled investment vehicles |
| ROBERT M. SHUFORD | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLOVIS POINT II-B, LP | Private Equity Fund | $7.9M | $0.0M | 18 |
| CLOVIS POINT II, LP | Private Equity Fund | $32.9M | $0.0M | 86 |
| CLOVIS POINT III, LP | Private Equity Fund | $53.8M | $0.0M | 69 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLOVIS POINT CAPITAL HOLDINGS LP | Domestic Entity | – | MEMBER | 05/2015 | > 75% |
| ROBERT MARCEL SHUFORD 2012 GST TRUST | Domestic Entity | CLOVIS POINT CAPITAL HOLDINGS LP | LIMITED PARTNER | 05/2015 | 25-50% |
| CHRISTOPHER E. JOSEPH 2014 MANAGEMENT TRUST | Domestic Entity | CLOVIS POINT CAPITAL HOLDINGS LP | LIMITED PARTNER | 05/2015 | 25-50% |
| CLOVIS POINT CAPITAL HOLDINGS GP LLC | Domestic Entity | CLOVIS POINT CAPITAL HOLDINGS LP | GENERAL PARTNER | 05/2015 | |
| SHUFORD, ROBERT, M | Individual | – | DIRECTOR | 05/2015 | < 5% |
| JOSEPH, CHRISTOPHER, ELKINS | Individual | – | DIRECTOR | 05/2015 | < 5% |
| SHUFORD, ROBERT, M | Individual | ROBERT MARCEL SHUFORD 2012 GST TRUST | TRUSTEE | 12/2012 | |
| JOSEPH, CHRISTOPHER, ELKINS | Individual | CHRISTOPHER E. JOSEPH 2014 MANAGEMENT TRUST | TRUSTEE | 10/2014 | |
| SHUFORD, ROBERT, M | Individual | CLOVIS POINT CAPITAL HOLDINGS GP LLC | MEMBER | 05/2015 | 50-75% |
| JOSEPH, CHRISTOPHER, ELKINS | Individual | CLOVIS POINT CAPITAL HOLDINGS GP LLC | MEMBER | 05/2015 | 50-75% |
| SHUFORD, ROBERT, M | Individual | CLOVIS POINT CAPITAL HOLDINGS LP | MEMBER | 10/2021 | |
| JOSEPH, CHRISTOPHER, ELKINS | Individual | CLOVIS POINT CAPITAL HOLDINGS LP | MEMBER | 10/2021 |