Clio Asset Management LLC
● SEC registered since 2021CRD 298041SEC# 801-122023Charlottesville, VA
Reg. AUM
$127.8M
Employees
1
Accounts
65
Location
Charlottesville, VA
About Clio Asset Management
Clio Asset Management is an independent concentrated public equity manager for high-net-worth individuals, family offices, and select foundations and endowments. It seeks to own a small number of exceptional public companies for many years through separately managed accounts.
Summary based on the firm’s website.
Clio Asset Management LLC assets under management
Clio Asset Management LLC is an investment advisory firm registered with the SEC based in Charlottesville, VA. The firm has been registered since 2021. It reports $127.8 million in regulatory assets under management and employs 1 people.
Clio Asset Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James George Aldige Control | Managing Member/Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Clio Asset Management LLC manage?
Clio Asset Management LLC reports $127.8 million in regulatory assets under management on its Form ADV.
How many employees does Clio Asset Management LLC have?
Clio Asset Management LLC reports 1 employees.
Where is Clio Asset Management LLC located?
Clio Asset Management LLC is based in Charlottesville, VA and has been SEC-registered since 2021.
Does Clio Asset Management LLC disclose fund performance?
Clio Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Boars Head Lane, Suite C-4, Charlottesville, VA 22903 |
| Phone | 434-329-7463 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.8M▼ 7%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$127.8Mregulatory AUM
Discretionary $127.8M