Clairmont Investment Advisors LLC is a large advisory firm based in Miami Beach. It manages $112.07 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Florida, Massachusetts, and Michigan.
Clairmont Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and advisory consulting, family office and wealth planning services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clairmont Investment Advisors LLC is $112.07 million. The firm's AUM has grown by 0% since the beginning of its operation, and $101.91 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Clairmont Investment Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Clairmont Investment Advisors is corporations or other businesses with 18 clients and $55.16 million of assets under management. Among the 9 most similar advisory firms, Clairmont Investment Advisors has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $112.07 million for 28 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 81% of the firm’s clients are foreign persons or businesses.
Clairmont Investment Advisors also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Clairmont Investment Advisors LLC performs its advisory services is located at 2001 Meridian Ave, Miami Beach, FL 33139, which is also the mailing address of the firm. An additional office of the firm is in Superior Township, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-882-9240 or by fax 242-362-6079. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at clairmontwealth.com/.