CLADIS INVESTMENT ADVISORY

CLADIS Investment Advisory is a registered investment advisor (RIA). As an RIA, it provides fiduciary investment advisory services to clients, which may include portfolio management, financial planning, or consulting. The specific service menu is not publicly detailed.

CLADIS appears to operate as a traditional registered investment advisor, not a proprietary family office. It likely manages capital on behalf of unrelated third-party clients rather than deploying a single-family fortune. The firm has not disclosed any family-office structure.

The firm is registered with the U.S. Securities and Exchange Commission as an investment advisor. This registration requires it to act as a fiduciary and to comply with SEC reporting and disclosure obligations. Its Form ADV filing would contain additional information, but that has not been reviewed for this profile.

The firm's specific city and state headquarters have not been publicly identified in available sources. It is registered within the United States. Contact details are absent from its public record.

No. AUM is not publicly disclosed by the firm. As an RIA, it would submit AUM figures to the SEC in its Form ADV filing, but those numbers have not been obtained for this profile.

The founder or founders of CLADIS Investment Advisory have not been identified through publicly available sources. The firm's principals and leadership team are not listed on any accessible corporate website or directory.

As an RIA without a publicly disclosed investment strategy, CLADIS' deal-sourcing method is unknown. The firm may employ conventional research and third-party manager due diligence, but no specific sourcing model has been reported.