# Clio Holdings LLC

Clio Holdings LLC is a RIA based in Charlottesville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Charlottesville, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** https://www.clio.com/
- **LinkedIn:** https://www.linkedin.com/company/clio---cloud-based-legal-technology

## Regulatory record

- **CRD number:** 298041
- **SEC file number:** 801-122023
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298041

## About

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.

## 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 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.

## Related profiles

- [Diversified Foodservice Supply](https://altss.com/profile/diversified-foodservice-supply)
- [Sonar Entertainment](https://altss.com/profile/sonar-entertainment)

---

Last updated: 2026-07-06T01:24:14.225Z

Canonical page: https://altss.com/profile/clio-holdings-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology