SourcingSourcing

CLAREMONT CAPITAL MANAGEMENT, LLC

C46
CRD 155189·SEC 801-71872·PHOENIX, AZ
AUM
$843.9M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLAREMONT CAPITAL MANAGEMENT, LLC
CRD
155189
SEC file #
801-71872
EIN
—
DBA names
—

Economics

AUM
$843.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$437.5M → $843.9M▲ +93%
Client mix
Individuals High Net Worth15
Insurance Companies10

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
claremontcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PALMER, THOMAS, PAYNE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PALMER, THOMAS, PAYNE
KOHNEN, PATRICK, KENNEDY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
CLAREMONTCAPITAL.COM
Rdap Domain Creation Date
2004-01-10T17:23:21Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-10T17:23:21Z
Rdap Domain Last Changed
2026-05-13T15:16:03Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1946494
Trust Company Affiliate
No

People (2)

2
PALMER, THOMAS, PAYNE
IAR · Direct Owner · 87.5%
1946494
KOHNEN, PATRICK, KENNEDY
IAR · Executive Officer · 2.5%
5848472