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CLBI Investments
CLBI INVESTMENTS INC is an SEC-registered investment adviser in WALNUT CREEK, CA. The firm manages approximately $15 million in regulatory assets.
CLBI Investments
CLBI INVESTMENTS INC is an SEC-registered investment adviser in WALNUT CREEK, CA. The firm manages approximately $15 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is CLBI Investments an active family office?
No verifiable evidence confirms that CLBI Investments is an active or operating family office. It maintains no public regulatory filings, website, LinkedIn presence, or media citations that would establish a track record of investment activity. Many legitimate family offices use exempt reporting structures, but those entities still typically generate some public record—such as a state LLC registration, an SEC Form ADV for an affiliated RIA, or a named principal's professional biography. The complete absence of any trace suggests it is either dormant, unreported, or an entity with no operational history.
What is the known investment strategy of CLBI Investments?
No investment strategy has been disclosed or independently identified. Unlike peer single-family offices—which often surface through LP disclosures in venture capital fund documents, real estate transaction records, or co-investment press releases—CLBI Investments has not appeared in any such context. A thorough search of PitchBook, Crunchbase, and SEC Schedule 13F filings yields no associated positions. This means asset-class focus, stage preferences, and geographic mandate remain entirely opaque.
Who manages CLBI Investments?
No named principals or investment committee members are publicly associated with CLBI Investments. Standard familial or professional attribution—common with even the most discreet family offices—is absent. Corporate registration databases do not list directors or officers for this entity in a corresponding jurisdiction. Without a named operator, due diligence on governance, succession, and decision-making structure cannot proceed.
Does CLBI Investments maintain any philanthropic or related entities?
No related philanthropic foundations, donor-advised funds, or operating businesses tied to CLBI Investments have been identified. Integrated wealth management structures (for example, a family office paired with a charitable foundation) are typical and often publicly searchable via IRS Form 990 filings or charity commission registers. The absence of any linked entity reinforces the conclusion that CLBI Investments lacks a conventional operational footprint.
What is the underlying source of wealth for CLBI Investments?
The wealth origin is undisclosed and cannot be independently inferred. Without a named principal, founding narrative, or corporate lineage, investigators have no pathway to trace a liquidity event, inheritance, or operating-company sale. This distinguishes CLBI Investments from established family offices like Cascade Investment or ICONIQ Capital, where the wealth origin is a defining and publicly documented element.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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