CRD: 143599
Clinton Investment Management, LLC
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- Custodian
- Merrill Lynch ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-27-2007
- Office Locations
- 1
Office Locations
About Clinton Investment Management, LLC
Clinton Investment Management (CIM) is an active municipal bond specialist serving individuals, financial advisors, and institutions. The firm runs tactical, credit- and duration-driven muni strategies focused on tax-free income and after-tax total return, including short, intermediate, and market-duration mandates, plus a taxable market-duration option. Several strategies carry PSN ratings; CEO/founder Andrew Clinton leads the team.
Reported data analysis
What the numbers show
Between March 20, 2025 and May 14, 2026, reported AUM increased 10.6%, from $3.5B to $3.9B.
Across 5 reported observations, AUM increased 178.2% between November 23, 2022 and May 14, 2026, from $1.4B to $3.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 2,146 clients, or 195.1 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Clinton Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW IRA CLINTON
Chief Executive Officer, Founder
- CRD
- #2381848
- Ownership
- 75% or more
LANE STEVEN BUCKLAN
Chief Compliance Officer, Director, General Counsel
- CRD
- #2519156
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Alexander Dewitt Clinton
Director | Credit Analyst
- CRD
- #7689834
Sean Coffey
Associate
- CRD
- #7883978
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,906,740,384 | $1,820,475 |
| Non-Discretionary | $0 | -- |
| Total | $3,906,740,384 | $1,820,475 |
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Separately Managed Accounts
SMA allocation detail is available
Clinton Investment Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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