Clayton Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated March 26, 2026, reports $172M in regulatory assets under management, 4 employees, and 80 accounts.
Assets Under Management
$172M
Employees
4
Offices
--
Total Clients
56
Primary office
BERKELEY, CA
3160 COLLEGE AVENUE, SUITE 203, BERKELEY, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.8% of total clients.
Top client categories% of clientsClients
1
Individuals
51.8%
29
2
HNWI
46.4%
26
3
Pooled Investment Vehicles
1.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 26, 2026
Discretionary100.0%
$172M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$172M
Total Accounts80
10Y AUM Change+$60M (+53.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.