CLOUGH CAPITAL PARTNERS, LP

C40
CRD 131257·SEC 801-63142·BOSTON, MA
AUM
$1.51B
$1B+
Est. Revenue
$15.1M
@ 1% on AUM
Est. EBITDA
$4.5M
@ 30% margin
Est. Deal Value
$36.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLOUGH CAPITAL PARTNERS, LP
CRD
131257
SEC file #
801-63142
EIN
043486480
DBA names

Economics

AUM
$1.51B
AUM band
$1B+
AUM trajectory
'20'26
$1.83B → $1.51B▼ -18%
Client mix
Investment Companies5
Pooled Investment Vehicles4
Charitable Organizations1

Operations

Employees (total)
11
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
10 advisors → 4 advisors▼ -60%
Primary office
BOSTON MA
Branches

Custodian & Brokerage

Primary custodian
State Streetmedium confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLOUGH CGI LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
CLOUGH CGI LLC
LORUSSO, VINCENT, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001276144
Edgar Registered
Yes
Edgar Filing Count
145
Edgar First Filing Date
2004-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
100
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002000324-26-001943

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
State Street1
Full
Morgan Stanley13
Charles Schwab6
Northern Trust6
E*trade4
State Street3
Edgar Addresses
Mailing
53 STATE STREET27TH FLOORBOSTON, MA 02109
Business
53 STATE STREET27TH FLOORBOSTON, MA 02109
Edgar EIN
043486480
Edgar Recent Filings
13F-HR2026-05-15 · 0002000324-26-001943
13F-HR2026-02-17 · 0001999371-26-003461
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes