Clayton Partners LLC
Clayton Partners LLC is an SEC-registered wealth manager in Berkeley, CA with $172.0M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Clayton Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127546, SEC 801-85190, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $172.0M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Berkeley, CA
- Employees
- 4
- Clients
- 56
- CRD
- 127546
- Ownership
- CIRULI, DAVID, EUGENE; STANKOWSKI, JASON, GORDON; LANCASTER, BRIAN, GUY; Gates, Alex; JOHNSON, GREGORY, WAYNE
How much AUM does Clayton Partners LLC have?
Clayton Partners LLC reported $172.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Clayton Partners LLC?
Disclosed owners and executives of Clayton Partners LLC include CIRULI, DAVID, EUGENE, STANKOWSKI, JASON, GORDON, LANCASTER, BRIAN, GUY, Gates, Alex, JOHNSON, GREGORY, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.