$29.1M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
4 Employees
104 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-10-2010
- Office Locations
- 2
Office Locations
-- Forest Hills NY
-- West Hempstead NY
About Clutch Capital Management, LLC
Clutch Capital Management, LLC is a Forest Hills-based RIA with 2 offices. The firm has been operating for 15 years. Managing $29.1M in total assets under management, with 4 advisory representatives. They custody assets with Interactive Brokers and UBS.
Team overview
45 AVG AGE
$7.3M AVG AUM / ADVISOR
$279.8K AVG AUM / CLIENT
5.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BORIS KHAIM
Chief Compliance Officer, Chief Investment Officer, Owner, President
- CRD
- #4468136
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MARC DANIEL SEGELNICK
Financial Advisor, General Partner
- CRD
- #2610349
Available
Available
Available
A
ARIEL MOSHE SERBER
Financial Advisor, General Partner
- CRD
- #4557891
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $100,000 | -- |
| Total | $29,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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