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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2020
- Office Locations
- 1
Office Locations
About Quoinage Capital LLC
Quoinage Capital LLC is an Austin-based advisory firm serving families, equity-compensation recipients, and small business owners with ongoing portfolio management plus comprehensive financial, tax, retirement, risk, and estate planning. The team also supports other RIAs and institutions as an outsourced CIO/investment consultant, providing independent manager research, lineup and philosophy development, and client-communication support.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JOSHUA ELESSAR CLIFFORD
Chief Compliance Officer, Managing Member
- CRD
- #6100592
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,265,376 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,265,376 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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