Clutch Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clutch Capital Management serves individual investors, retirement and profit‑sharing plans, trusts, estates, charitable organizations and other business entities, providing portfolio management, asset allocation, trading and reporting as well as basic financial planning and cash‑flow analysis on both discretionary and non‑discretionary bases. The firm tailors portfolios to clients’ stated risk tolerance and investment objectives and will accept client‑imposed restrictions on investments when requested.
The firm’s investment process emphasizes top‑down analysis of global and domestic markets, followed by industry and individual company selection, with diversification and risk‑management tools used to preserve capital. It employs trading strategies that can include derivatives—such as selling covered calls—to enhance returns and conducts periodic reviews of accounts on daily, monthly/quarterly and annual cycles.
Compared with many peers, Clutch Capital accepts commissions for the sale of annuities and life insurance and discloses relationships with outside insurance consultants and an annuity provider, and it also manages accounts that pay performance‑based fees—both features that are uncommon among similar team firms. The firm also notes it generally does not recommend mutual funds and discloses potential conflicts arising from commission‑producing insurance sales and performance‑based compensation.
Client services
Expertise
Fee options
The firm accepts commissions from the sale of investment products such as annuities and life insurance.
15% performance fee on gains above a fixed benchmark of 7%.
Account minimum: $150,000 (waivable)
Main office
Forest Hills NY
Advisors at this office
3
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Advisors at this firm
Marc S
Series 63, Series 66
Forest Hills, NY
Clutch Capital Management, LLC
Marc Segelnick is a financial advisor at Clutch Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bseed Investment Group from 2018 to 2021. Segelnick has been with Clutch Capital Management since 2013. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning. The firm uses a top-down investment approach with an emphasis on diversification and risk management, and it accepts client-imposed investment restrictions.
Boris K
Series 63, Series 65
Forest Hills, NY
Clutch Capital Management, LLC
Boris Khaim is a financial advisor at Clutch Capital Management, LLC in Forest Hills, NY, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Clutch Capital Management since 2010. Clutch Capital Management serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing portfolio management, asset allocation, trading, reporting, and basic financial planning. The firm employs a top-down investment approach focused on diversification, risk management, and tailored portfolios according to clients’ risk tolerance and investment objectives.
Ariel S
Series 66, Series 65
Forest Hills, NY
Clutch Capital Management, LLC
Ariel Serber is a financial advisor at Clutch Capital Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Clutch Capital since 2018. Prior to this, he was with Axa Advisors for five years and currently serves as Director of Client Relationships at Lions Assurance Financial, a business consulting firm focused on benefits and continuity planning. Clutch Capital Management provides portfolio management, asset allocation, trading, and financial planning services to individual investors, retirement plans, trusts, charitable organizations, and business entities. The firm employs a top-down investment approach emphasizing diversification and risk management, incorporating derivatives trading strategies, and accommodates client-imposed investment restrictions.
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