This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$233MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$233M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

5

High net worth clients

28

Private funds

3Schedule D 7.B(1)

Custody, client assets

$18.8M

Relying advisers

1

SEC number

801-66522

CRD

140082

Filings on the tape

21

First filed

Mar 29, 2012

Latest filed

Apr 28, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jul 10, 2023
  Control person joined

  Richard Ryan Crane (Chief Compliance Officer) appeared on Schedule A of Clutterbuck Capital Management Llc

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:21d3cac3-fb6c-dd6e-69a2-1acf03a8488d

First observed

Mar 29, 2012

Last observed

Apr 28, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.