A complete list of active advisors currently associated with Cliveden Capital Management, LLC

Warmer can help you find a great advisor at Cliveden Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cliveden Capital Management, 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.