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- Custodian
- Broadridge · Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2003
- Office Locations
- 1
Office Locations
About Clayton Partners LLC
Clayton Partners LLC is a Berkeley, CA investment firm serving high-net-worth individuals and institutions including trusts, endowments, and pension plans. The team sources public and private investment opportunities with a stated emphasis on long-term value creation and impact. Led by CFA charterholders with dedicated compliance leadership, the firm operates across retail and institutional channels and custodies assets at providers such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON GORDON STANKOWSKI
Manager
- CRD
- #2331752
- Ownership
- 50% but less than 75%
BRIAN GUY LANCASTER
Director, Manager
- CRD
- #2636780
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,997,700 | $2,149,971 |
| Non-Discretionary | $0 | -- |
| Total | $171,997,700 | $2,149,971 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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