CLAYTON PARTNERS LLC
SEC RegisteredAn Opportunistic Value Investment Firm
About the firm
Founded in 2003, Clayton Partners manages a private investment strategy and individual separate accounts. The firm invests in equity and equity-related securities and operates as a hedge fund manager, taking a private equity approach to the public markets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Clayton Partners offers three strategies: the CCAF Strategy (a private investment strategy taking a private equity approach to the public markets), the Value Strategy (an all cap, diversified portfolio of equities and income-producing securities), and the Decarbonization Strategy (a portfolio of public companies helping to reduce global emissions and fight climate change). The firm provides value-oriented, bottom-up investment advice.
Who they serve
High-net-worth individuals, institutions, trusts, endowments and pension plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $8.6M |
| High Net Worth Individuals | 26 | $106M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $57M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.80% |
| $500,000 - $1,500,000 | 1.40% |
| $1,500,000 - $3,000,000 | 1.00% |
| Over $3,000,000 | 0.70% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLAYTON PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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