$140.0M Total AUM
$140.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
12 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-20-2013
- Office Locations
- 1
Office Locations
-- Jamul CA
About Cliveden Capital Management, LLC
Cliveden Capital Management is a fiduciary, discretionary asset manager and high-risk equity manager focused on aggressive, concentrated growth in public equities across U.S. and international markets. Portfolios are typically limited to about 25 holdings with a 10-year horizon; fixed income is used only in limited, short-term cases. Accepts mandates only with full discretion and integrates with Schwab and Black Diamond.
Team overview
62 AVG AGE
$140.0M AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Technology
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Owner & Executives
B
BRIAN LEE CHEW
Chief Investment Officer
- CRD
- #6128770
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $140,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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