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Clerou Romain Pierre Walsh

● SEC registered since 2019CRD 111081SEC# 801-117755
Export (members)
Reg. AUM
$218.9M
Employees
1
Accounts
42
Location

Clerou Romain Pierre Walsh assets under management

Clerou Romain Pierre Walsh is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $218.9 million in regulatory assets under management and employs 1 people.

Clerou Romain Pierre Walsh owners & executives

1 reported
NameTitleOwnershipSince
Romain Pierre Walsh Clerou ControlOwner/Chief Compliance OfficerOver 75%1990

Frequently asked questions

How much does Clerou Romain Pierre Walsh manage?

Clerou Romain Pierre Walsh reports $218.9 million in regulatory assets under management on its Form ADV.

How many employees does Clerou Romain Pierre Walsh have?

Clerou Romain Pierre Walsh reports 1 employees.

Does Clerou Romain Pierre Walsh disclose fund performance?

Clerou Romain Pierre Walsh is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone707-938-2220
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$218.9M▲ 17%
Mar '25 — $187MApr '25 — $187MMay '25 — $187MJun '25 — $187MJul '25 — $187MAug '25 — $187MSep '25 — $187MOct '25 — $187MNov '25 — $187MDec '25 — $187MJan '26 — $187MFeb '26 — $187MMar '26 — $218.9MApr '26 — $218.9MMay '26 — $218.9MJun '26 — $218.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$218.9Mregulatory AUM
Discretionary $218.9M