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Private fund adviser · Cleveland, OH

Clutterbuck Capital Management LLC

SEC-registered investment adviser · CRD 140082 · SEC 801-66522

At a glance

Clutterbuck Capital Management LLC is an SEC-registered investment adviser based in Cleveland, Ohio, with $233 million in regulatory assets under management as of its Form ADV filed April 28, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 28 individual clients. By Form ADV it is a private fund adviser, ranked 3,879th of 4,686 private fund advisers and 11,444th of 17,210 SEC-registered advisers by assets.

Main office 216-539-1181As filed on Form ADV

Regulatory AUM
$233M
Rank among private fund advisers
#3,879 of 4,686
Rank among all SEC RIAs
#11,444 of 17,210
Rank in Ohio
#267 of 403
Individual clients
28
High-net-worth clients
28
Accounts
5
Discretionary
100% of AUM
Employees
5
Advisory staff
4
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Clutterbuck Capital Management LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles5$233M100%
High-net-worth individuals28$0M0%
Other investment advisers4$0M0%
Corporations or other businesses12$0M0%

Private funds

Clutterbuck Capital Management LLC reports 3 private funds with $155M in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

Clutterbuck Capital Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management
  • Performance-based fees
  • Other

AtlasMembers

The full record on Clutterbuck Capital Management LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 1,842 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Clutterbuck Capital Management LLC manage?

Clutterbuck Capital Management LLC reports $233 million in regulatory assets under management across 5 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 28, 2026.

What kind of firm is Clutterbuck Capital Management LLC?

Clutterbuck Capital Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Clutterbuck Capital Management LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($233 million, 5 clients); high-net-worth individuals ($0, 28 clients); other investment advisers ($0, 4 clients).

Does Clutterbuck Capital Management LLC manage private funds?

Yes. It reports 3 private funds with $155 million in gross assets, including hedge funds.

Does Clutterbuck Capital Management LLC have any disciplinary history?

Clutterbuck Capital Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Clutterbuck Capital Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →