Clp Asset Management, Llc
- Regulatory AUM
- $174M
- Discretionary
- $174M
- Clients
- 6
- Avg AUM / client
- $29.0M
- Accounts
- 92
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $174M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $20.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Clpi Re I | Real Estate Fund | Tennessee | $4.0M | 11 |
| Clpi Big Rig | Private Equity Fund | Tennessee | $3.1M | 15 |
| Clpi Recycling | Private Equity Fund | Tennessee | $2.7M | 18 |
| Clpi Erie Street I | Private Equity Fund | Tennessee | $2.3M | 13 |
| Clpi Erie Street | Private Equity Fund | Tennessee | $2.0M | 4 |
| Clpi Bitkraft | Private Equity Fund | Delaware | $1.6M | 5 |
| Clpi Blockware | Private Equity Fund | Delaware | $1.4M | 10 |
| Clpi Mesotech | Private Equity Fund | Tennessee | $1.3M | 10 |
| Clpi Lake Bluff I, Llc | Private Equity Fund | Delaware | $1.0M | 8 |
| Clpi Proos | Private Equity Fund | Delaware | $500K | 5 |
| Clpi Killarney | Private Equity Fund | Delaware | $480K | 9 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Luff | Managing Member / Cco | CFA | Sep 2019 (7y) | 25% – 50% |
| Losiniecki, Richard, Daniel | Member | Sep 2019 (7y) | 25% – 50% | |
| Thiel, Jonathan, Allan | Member | Sep 2019 (7y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (11, $20.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Clpi Re I | Real Estate Fund | $4.0M | $25.0K | 11 |
| Clpi Big Rig | Private Equity Fund | $3.1M | $25.0K | 15 |
| Clpi Recycling | Private Equity Fund | $2.7M | $25.0K | 18 |
| Clpi Erie Street I | Private Equity Fund | $2.3M | $25.0K | 13 |
| Clpi Erie Street | Private Equity Fund | $2.0M | $25.0K | 4 |
| Clpi Bitkraft | Private Equity Fund | $1.6M | $25.0K | 5 |
| Clpi Blockware | Private Equity Fund | $1.4M | $25.0K | 10 |
| Clpi Mesotech | Private Equity Fund | $1.3M | $25.0K | 10 |
| Clpi Lake Bluff I, Llc | Private Equity Fund | $1.0M | $25.0K | 8 |
| Clpi Proos | Private Equity Fund | $500K | $25.0K | 5 |
| Clpi Killarney | Private Equity Fund | $480K | $25.0K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 3.57 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $109M (63% of AUM) Mar 2026
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: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗