CLOCKWISE CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $71.5M |
| Discretionary | $71.5M100% of AUM |
| Client Accounts | 151 |
| Avg Account Size | $474K |
| Employees | 3 |
| Peak AUM | $344.6MOct 2023 |
| AUM CAGR | +1.2% /yrover 4 yrs · 21 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $72M | +6.0% | +2.9% | +1.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $71.5M |
| Discretionary | $71.5M |
| Employees | 3 |
| Client Accounts | 151 |
| Client Range | 0 |
Contact & Location
Address
1395 BRICKELL AVE
MIAMI FL 33131
Phone
(305) 200-8800
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$72M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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