Clinton Investment Management, LLC
● SEC registered since 2008CRD 143599SEC# 801-69342Stamford, CT
Reg. AUM
$3.91B
Employees
14
Accounts
2,146
Location
Stamford, CT
About Clinton Investment Management
Clinton Investment Management is an institutional municipal bond manager specializing in tactical, actively managed strategies. It uses research-driven municipal credit approaches designed to pursue relative value and tax-aware cash flow.
Summary based on the firm’s website.
Clinton Investment Management, LLC assets under management
Clinton Investment Management, LLC is a registered investment adviser overseen by the SEC based in Stamford, CT. The firm has been registered since 2008. It reports $3.9 billion in regulatory assets under management and employs 14 people.
Clinton Investment Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Ann Clinton Control | Trustee, Andrew Clinton Irrevocable Trust Agreement U/A Dated June 17, 2025 | Under 5% | 2025 |
| Andrew Clinton Irrevocable Trust Agreement U/A Dated June 17, 2025 | Member | 10-25% | 2026 |
| Andrew IRA Clinton Control | Trustee, Andrew Clinton Irrevocable Trust Agreement U/A Dated June 17, 2025 | Under 5% | 2025 |
| Andrew IRA Clinton Control | Ceo, Member | Over 75% | 2007 |
| Lane Steven Bucklan | General Counsel And Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Clinton Investment Management, LLC manage?
Clinton Investment Management, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
How many employees does Clinton Investment Management, LLC have?
Clinton Investment Management, LLC reports 14 employees.
Where is Clinton Investment Management, LLC located?
Clinton Investment Management, LLC is based in Stamford, CT and has been SEC-registered since 2008.
Does Clinton Investment Management, LLC disclose fund performance?
Clinton Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Ludlow Street, South Tower, 8th Floor, Stamford, CT 06902 |
| Phone | (203) 276-6246 |
| Fax | (203) 276-6250 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.91B▲ 11%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,369 advisers
EmployeesTop 32%
More than 68% of 16,804 advisers
Assets under management
$3.91Bregulatory AUM
Discretionary $3.91B