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CLOCKWISE CAPITAL LLC

CRD 175233 · SEC 801-123024

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1395 BRICKELL AVE, UNIT 800, MIAMI, FL, 33131, United States

Phone

(305) 200-8800

Fax

(305) 200-8801

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$71.5M

Discretionary AUM

$71.5M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees; THIRD PARTY MONEY MANAGERS

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Investment companies2$20.5M
Other investment advisers149$51.0M

States served

CA, FL

All web addresses on file

Official SEC filing: View on IAPD