Cliveden Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cliveden Capital Management provides discretionary investment management and outsourced chief investment officer (CIO) services to small and mid-sized foundations, endowments, pension plans, and a limited number of select high‑net‑worth individuals. Its services include strategic and tactical asset allocation, portfolio structuring, investment manager evaluation and selection, ongoing performance reporting and attribution, and liquidity and cash‑flow management.
The firm’s investment approach is asset‑allocation driven, using fundamental and economic research to build diversified, separately managed portfolios across equities (growth and value, domestic and foreign) and tailored fixed‑income strategies with agreed duration and credit targets. Portfolios are managed to client‑specific objectives and risk profiles, with ongoing rebalancing, periodic performance comparisons, and occasional use of hedging or derivative instruments for risk control.
Compared with many independent peers, the firm is notable for offering institutional outsourced CIO services to smaller endowments and pension plans and for sometimes charging performance‑based fees, with documented procedures to address side‑by‑side management and allocation conflicts. The adviser also targets relatively large account sizes (with formal minimums) and maintains a small, primarily institutional and high‑net‑worth client base, a client mix that is less common among firms in its category.
Client services
Expertise
Occupation focus
Fee options
$0 - $1.0 million: 2.0% $1.0 million - $5.0 million: 1.5% $5.0 million - $25.0 million: 1.00% $25.0 million+: 0.75%
In some cases, the Adviser charges performance-based fees which may be a percentage of growth in assets over a period of time.
Account minimum: $10.0 million (with potential for lower initial amounts such as $5.0 million if client commits to reaching $10.0 million) Fee-only: Investment management fee based on assets under management tier schedule as above; no commissions or other compensation accepted by Adviser or supervised persons.
Main office
Jamul CA
Advisors at this office
1
Most active in
California
Also doing business as
Cliveden Ancestoral Partners, LLC · Cliveden Capital Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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