A complete list of active advisors currently associated with Clayton Partners LLC
Warmer can help you find a great advisor at Clayton Partners LLC or one who fits your needs even better.
Clayton Partners LLC provides discretionary investment management to a mix of pooled and separately managed accounts, including as general partner and investment adviser to Clayton Capital Appreciation Fund, L.P., and to Separate Accounts using either a “Long Only Strategy” or a “Decarbonization Strategy (CPDS).” The firm’s clients include high-net-worth and individual investors as well as institutions, trusts, endowments and pension plans, and it manages roughly $172 million in discretionary assets. The firm’s investment approach emphasizes long-term investments in businesses Clayton believes are priced below intrinsic value, and it generally employs a disciplined, research-driven selection process for both Fund and Separate Account strategies. For the Fund Clayton uses both long and short positions, arbitrage, options and other derivatives (including futures and other commodity interests) and may employ leverage, while Separate Accounts generally follow long-only mandates (and CPDS targets companies tied to decarbonization goals) unless a client provides specific written authority for margin or options. Compared with many similarly sized supported advisers, Clayton is notable for operating a private pooled vehicle with performance-based allocations (applied to the Fund but not to Separate Accounts), managing pooled investments alongside separately managed accounts, and engaging in trading of commodity interests and derivatives as part of its strategy set. The firm also provides periodic performance communications to clients (quarterly performance letters and an annual review) and discloses its conflicts and allocation policies, including pro rata allocation procedures intended to address side‑by‑side management conflicts.
To learn more about the advisors currently working at Clayton Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Berkeley, CA
| 0
| |
Berkeley, CA
| 28
| |
Berkeley, CA
| 16
|
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