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Clio Holdings LLC
Clio Holdings LLC is an SEC-registered investment adviser in Charlottesville, VA, established in 2021. The firm manages $122 million in assets.
Clio Holdings LLC
Clio Holdings LLC is an SEC-registered investment adviser in Charlottesville, VA, established in 2021. The firm manages $122 million in assets. It has one employee and one investment adviser.
General information
Firm type
Single Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Charlottesville
Corporate office
Birmingham, AL, United States
Frequently asked questions
Who founded Clio Holdings LLC?
No founder or principal has been publicly identified. Clio Holdings LLC is registered in Alabama and maintains a low profile without naming its benefiting family.
What investment strategy does Clio Holdings follow?
The firm does not disclose its investment approach. By legal structure and name, it may hold both financial assets and operating businesses, typical for family offices in the U.S.
What AUM does Clio Holdings manage?
Clio Holdings has not published an AUM figure. Without regulatory filings or public statements, the number remains undisclosed.
Where is Clio Holdings headquartered?
The firm is based in Birmingham, Alabama, United States, per its business registration records.
Does Clio Holdings engage in direct investing?
No direct investments have been publicly attributed to Clio Holdings. The firm's portfolio composition is unknown.
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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