Clg LLC
● SEC registered since 2016CRD 282605SEC# 801-108414Long Beach, CA
Reg. AUM
$1.12B
Employees
35
Accounts
2,771
Location
Long Beach, CA
Clg LLC assets under management
Clg LLC is an investment advisory firm registered with the SEC based in Long Beach, CA. The firm has been registered since 2016. It reports $1.1 billion in regulatory assets under management and employs 35 people.
Clg LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clg Holding Company, LLC Control | Managing Member | Over 75% | 2016 |
| Elizabeth Ann Carr Control | Chief Compliance Officer | Under 5% | 2016 |
| Elizabeth Ann Carr | Partner | — | 2016 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Clg LLC manage?
Clg LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Clg LLC have?
Clg LLC reports 35 employees.
Where is Clg LLC located?
Clg LLC is based in Long Beach, CA and has been SEC-registered since 2016.
Does Clg LLC disclose fund performance?
Clg LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4821 E 2nd Street, Long Beach, CA 90803 |
| Phone | (310) 329-5150 |
| Fax | (310) 217-9274 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2059872 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.12B▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $1.1BNon-discretionary $19.9M