9AT: CLAREMONT CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date	03/18/2026
Registration	SEC, Approved, 09/30/2010
ADV Location	PHOENIX, AZ, United States
Contact Info	602 xxxxxxx
Websites

AUM^*	843,863,443 15%
of that, discretionary	843,863,443 15%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	33,754,538 19%
% High Net Worth	57.69% -3%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ASA MANAGED ACCOUNT MANAGERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund25.2m	Total Private Fund GAV25.2m	AUM1.1b	#Funds1
Adviser BROOKMONT CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM910.5m	#Funds-
Adviser TRIBUTARY CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-
Adviser TERAMO ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM344.7m	#Funds-
Adviser OAKHURST CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.7m	#Funds-
Adviser SAGA PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM15.2m	#Funds-
Adviser BRENTVIEW INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM233.4m	#Funds-
Adviser BROADCORE INVESTMENTS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM13.0m	#Funds-
Adviser BURGESS CHAMBERS & ASSOCIATES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.9m	#Funds-
Adviser FENIMORE ASSET MANAGEMENT, INC.	Hedge Fund48.0m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV48.0m	AUM5.4b	#Funds1

Brochure Summary

Overview

A. Description of the Advisory Firm This firm has been in business since 10/01/2003, and the principal owner is Thomas Payne Palmer. B. Types of Advisory Services Claremont Capital Management, LLC (hereinafter “CCM”) offers the following services to advisory clients: Investment Supervisory Services CCM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. CCM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring CCM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. CCM will request discretionary authority from clients in order to select

securities and execute transactions without permission from the client prior to each transaction.Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Services Limited to Specific Types of Investments CCM limits its investment advice and/or money management to mutual funds/ equities/ bonds/ fixed income/ debt securities/ ETFs/REITs/ government securities. CCM may use other securities as well to help diversify a portfolio when applicable. C. Client Tailored Services and Client Imposed Restrictions CCM offers the same suite of services to all of its clients. However, specific client financial plans and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels) and is used to construct a client specific plan. Clients may restrict investments and this will be reflected in their investment policy. D. Wrap Fee Programs CCM does not participate in any wrap fee programs. E. Amounts Under Management CCM manages over $730,000,000 in assets (as of 12/31/2023) All client assets are managed on a discretionary basis.

CLAREMONT CAPITAL MANAGEMENT, LLC

CLAREMONT CAPITAL MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CLAREMONT CAPITAL MANAGEMENT, LLC CLAREMONT CAPITAL MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CLAREMONT CAPITAL MANAGEMENT, LLC

CLAREMONT CAPITAL MANAGEMENT, LLC