SourcingSourcing

CLUTTERBUCK CAPITAL MANAGEMENT LLC

C48
CRD 140082·SEC 801-66522·CLEVELAND, OH
AUM
$233.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$700K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CRD
140082
SEC file #
801-66522
EIN
000000000
DBA names
—

Economics

AUM
$233.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$91.7M → $233.4M▲ +154%
Client mix
Individuals High Net Worth28
Corporations12
Pooled Investment Vehicles5
Other Investment Advisers4

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
CLEVELAND OH
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CF FOUNDERS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CF FOUNDERS LLC
CLUTTERBUCK, ROBERT, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001510505
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2011-01-18
Edgar Last Filing Date
2019-10-10
Edgar Form D Count
10
Edgar Form D Offerings
2019-10-102019-10-10 · 0001315863-19-000821
2018-10-102018-10-10 · 0001315863-18-000772

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
Full
Pershing12
E*trade4
Edgar Addresses
Mailing
1360 EAST 9TH STREETSUITE 1250CLEVELAND, OH 44114
Business
1360 EAST 9TH STREETSUITE 1250CLEVELAND, OH 44114
Edgar EIN
000000000
Edgar Recent Filings
D/A2019-10-10 · 0001315863-19-000821
D/A2018-10-10 · 0001315863-18-000772
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
CLUTTERBUCK, ROBERT, THOMAS
Executive Officer · 2.5%
801997
CRANE, RYAN, RICHARD
Executive Officer · 2.5%
4255747