A complete list of active advisors currently associated with Cloud Capital Management

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

Cloud Capital Management serves individuals, families and a range of entity clients — including trusts, estates, charities and business entities — and manages discretionary investment portfolios while also offering financial consulting. The firm reports managing roughly $300 million in discretionary assets and provides ongoing portfolio construction, monitoring, rebalancing and incidental financial planning. Its investment approach combines quantitative and qualitative analysis and uses a broad set of securities and strategies, including third‑party managers, ETFs, REITs and individualized allocations on a discretionary basis. Separately, its financial consulting work emphasizes due diligence and analysis of private offerings and alternative investments and includes creating structuring models and reporting templates; that consulting engagement does not confer trading authority. What is distinctive is the firm’s documented involvement with private fund activity and pooled investment vehicles: the Brochure describes ongoing review and advice on private placements, venture capital, private equity and hedge funds and acting as a conduit between families and outside managers. The Brochure also includes a standalone section on performance‑based fees and side‑by‑side management and notes the firm introduces clients to secured lending options against custodial balances — features that are less common among similarly sized team firms.

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