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Adviser Profile

As of Date 04/26/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 3
Registration SEC, Approved, 08/14/2023
Other registrations (2)
Former registrations

CLAIRMONT CAPITAL GROUP, LLC

AUM* 210,875,145
of that, discretionary 210,875,145
Private Fund GAV* 221,006,914 3.78%
Avg Account Size 30,125,021
SMA’s No
Private Funds 6
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count4 GAV$214,913,716
Fund TypeOther Private Fund Count2 GAV$6,093,198

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Brochure Summary