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Clio Asset Management LLC

● SEC registered since 2021CRD 298041SEC# 801-122023Charlottesville, VA
Export (members)
Reg. AUM
$142.2M
Employees
1
Accounts
72
Location
Charlottesville, VA

Clio Asset Management LLC assets under management

Clio Asset Management LLC is an investment advisory firm registered with the SEC based in Charlottesville, VA. The firm has been registered since 2021. It reports $142.2 million in regulatory assets under management and employs 1 people.
www.clioam.comView on SEC.gov ↗

Clio Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
James George Aldige ControlManaging Member/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Clio Asset Management LLC manage?

Clio Asset Management LLC reports $142.2 million in regulatory assets under management on its Form ADV.

How many employees does Clio Asset Management LLC have?

Clio Asset Management LLC reports 1 employees.

Where is Clio Asset Management LLC located?

Clio Asset Management LLC is based in Charlottesville, VA and has been SEC-registered since 2021.

Does Clio Asset Management LLC disclose fund performance?

Clio Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Boars Head Place, Ste 220, Charlottesville, VA 22903
Phone434-329-7463
Office hours9-5
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.2M
Non-discretionary$0
Total (RAUM)$142.2M