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Clio Holdings LLC
Clio Holdings LLC is a Birmingham, Alabama-based single-family office with an undisclosed principal, AUM, and investment strategy.
Clio Holdings LLC
Clio Holdings LLC is registered in Alabama with a Birmingham headquarters. The firm's legal structure as an LLC paired with the 'Holdings' suffix suggests it may hold operating companies alongside financial assets, a configuration used by families that own private businesses. No founding year or named principal has appeared in public records. Without disclosed sector focuses or portfolio companies, Clio Holdings appears to operate as a confidential vehicle. Most family offices at this scale do not publish investment criteria. If it follows pattern, the firm likely allocates across equities, fixed income, and alternative assets through external managers. No team size, additional offices, or philanthropic arms have been publicly identified as of mid-2025. No recent operational events have surfaced in public databases or press coverage. The firm has not filed regulatory disclosures that would reveal AUM or deployment activity. Clio Holdings distinguishes itself only by its opacity — a deliberate choice that shields the family's financial affairs. This is common among Southern U.S. family offices where multi-generational wealth is held privately.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Birmingham
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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