Clutterbuck Capital Management Llc
- Regulatory AUM
- $233M
- Discretionary
- $233M
- Clients
- 49
- Avg AUM / client
- $4.8M
- Accounts
- 5
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 28 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 5 | $233M | 100.0% |
| Other investment advisers | 4 | $0 | — |
| Corporations and other businesses | 12 | $0 | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $78.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cf Special Situation Fund I, Lp | Hedge Fund | Delaware | $78.1M | 60 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clutterbuck, Robert, Thomas | Manager | Mar 2006 (20y) | ≈ 7.03% – 37.5% via Kensington Oval Llc | |
| Clutterbuck, Ty, Thomas | Trustee | Apr 2006 (20y) | GP / trustee / elected manager of Robert T. Clutterbuck Irrevocable Trust Dated April 7, 2006 (indirect) | |
| Crane, Ryan, Richard | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cf Managers Llc | Member | Mar 2006 | A | 75% or more |
| Cf Founders Llc | Managing Member | Sep 2012 | B | ≈ 56.25% – 100% via Cf Managers Llc |
| Kensington Oval Llc | Manager | Sep 2012 | B | ≈ 28.13% – 75% via Cf Founders Llc |
| Robert T. Clutterbuck Irrevocable Trust Dated April 7, 2006 | Member | Mar 2006 | B | ≈ 7.03% – 37.5% via Kensington Oval Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Clutterbuck, Robert, Thomas: 25% – 50% of Kensington Oval Llc × 50% – 75% of Cf Founders Llc × 75% – 100% of Cf Managers Llc × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
- Cf Founders Llc: 75% – 100% of Cf Managers Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kensington Oval Llc: 50% – 75% of Cf Founders Llc × 75% – 100% of Cf Managers Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Robert T. Clutterbuck Irrevocable Trust Dated April 7, 2006: 25% – 50% of Kensington Oval Llc × 50% – 75% of Cf Founders Llc × 75% – 100% of Cf Managers Llc × 75% – 100% direct ≈ 7.03% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $78.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cf Special Situation Fund I, Lp | Hedge Fund | $78.1M | $500K | 60 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.66 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • A PERCENTAGE OF ASSETS INVESTED
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $11.2M (5% of AUM) Mar 2025
- Raymond James $6.2M (3% of AUM) Mar 2025
- Merrill Lynch $5.2M (2% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗