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Clifford Capital Partners, LLC

● SEC registered since 2014CRD 153956SEC# 801-78911Alpine, UT
Export (members)
Reg. AUM
$496.6M
Employees
10
Accounts
201
Location
Alpine, UT

Clifford Capital Partners, LLC assets under management

Clifford Capital Partners, LLC is an SEC-registered investment adviser based in Alpine, UT. The firm has been registered since 2014. It reports $496.6 million in regulatory assets under management and employs 10 people.

Clifford Capital Partners, LLC owners & executives

18 reported
NameTitleOwnershipSince
Allan Cannon NicholsMember/Principal/Portfolio ManagerUnder 5%2023
David Webb PasseyMember/Principal/Research Analyst5-10%2015
Harvey Etiterengel Olsingch ControlChief Compliance Officer/Chief Financial OfficerUnder 5%2022
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Frequently asked questions

How much does Clifford Capital Partners, LLC manage?

Clifford Capital Partners, LLC reports $496.6 million in regulatory assets under management on its Form ADV.

How many employees does Clifford Capital Partners, LLC have?

Clifford Capital Partners, LLC reports 10 employees.

Where is Clifford Capital Partners, LLC located?

Clifford Capital Partners, LLC is based in Alpine, UT and has been SEC-registered since 2014.

Does Clifford Capital Partners, LLC disclose fund performance?

Clifford Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address363 S. Main Street, Suite #101, Alpine, UT 84004
Phone385-387-1212
Fax708-575-5901
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1730467
Discloses disciplinary historyNo

Assets under management

Discretionary$496.6M
Non-discretionary$0
Total (RAUM)$496.6M