Asset ManagerRIA · CRD 142602SEC-Registered

Updated:

Douglas A. McClennen IA

Douglas A. McClennen IA is a private investment advisory firm. Structure, strategy, and assets under management are not publicly disclosed.

Douglas A. McClennen IA

DOUGLAS A. MCCLENNEN IA is an SEC-registered investment adviser. The firm manages $78 million in assets, $75 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Principals

Douglas A. McClennen

Principal

Frequently asked questions

Who is the principal behind Douglas A. McClennen IA?

The firm is named after Douglas A. McClennen, who serves as the principal and likely the key decision-maker for investment activities. Public records confirm his name as the firm's registered representative.

What investment strategy does the firm follow?

The firm's investment strategy is not publicly documented. Given its confidential profile, it may focus on direct holdings, private equity, or other asset classes typical of family offices, but no specific details are available from public sources.

Is the firm open to external investors or co-investments?

There is no public evidence suggesting that Douglas A. McClennen IA raises capital from external investors or participates in co-investment opportunities. Its structure appears to be fully private, likely serving a single family or a small group.

Where is Douglas A. McClennen IA based?

The firm's location is not publicly disclosed, though its regional association is North America based on available registration data. Precise city and address details are not available.

How does this firm differ from a traditional wealth management firm?

Unlike registered investment advisors that publicly disclose AUM, strategies, and team members, Douglas A. McClennen IA operates with minimal public footprint. This suggests an entity serving a single family or a closed circle, prioritizing privacy over transparency.

Profile maintained by 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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