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CLAIRMONT CAPITAL GROUP, LLC

C42
CRD 313639·SEC 801-128505·LOS ANGELES, CA
AUM
$160.3M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$481K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLAIRMONT CAPITAL GROUP, LLC
CRD
313639
SEC file #
801-128505
EIN
—
DBA names
—

Economics

AUM
$160.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$126.9M → $160.3M▲ +26%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
clairmontcapitalgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WENGER, CHRISTIAN, SINCLAIR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WENGER, CHRISTIAN, SINCLAIR
BURK, NICHOLAS, JOHN
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
CLAIRMONTCAPITALGROUP.COM
Rdap Domain Creation Date
2018-05-22T01:58:48Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-22T01:58:48Z
Rdap Domain Last Changed
2026-05-22T08:57:09Z
Rdap Nameservers
Edward.ns.cloudflare.comSima.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5296689
Trust Company Affiliate
No

People (3)

3
WENGER, CHRISTIAN, SINCLAIR
Direct Owner · 87.5%
5296689
BURK, NICHOLAS, JOHN
Executive Officer · 2.5%
8068943
MACKLIN ROB TURNROSE
Executive Officer · 2.5%
6977004