Clinton Investment Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 143599
- SEC number
- 801-69342
- Firm type
- RIA
- Assets under management
- $3.9B as of May 14, 2026
- Website
- www.clintoninvestment.com ↗
- Phone
- (203) 276-6246
- Address
- 333 Ludlow Street, Stamford, CT, 06902
Advisors at this firm
11 in our index · page 1 of 1
-
Lane Steven BucklanCRD 2519156 · Stamford, CTIA RegisteredRegistration inactive
-
Andrew Ira ClintonCRD 2381848 · Stamford, CTIA Registered
-
Alexander Dewitt ClintonCRD 7689834 · Stamford, CTIA Registered
-
Sean CoffeyCRD 7883978 · Stamford, CTIA Registered
-
Anya Sanjay DalalCRD 7929096 · Stamford, CTIA Registered
-
Thomas DesiderioCRD 2429072 · Stamford, CTIA RegisteredRegistration inactive
-
David Alan KarpaCRD 2948276 · Stamford, CTIA Registered
-
Lynn O'sheaCRD 7884973 · Stamford, CTIA Registered
-
Trevor James SmallwoodCRD 2530218 · Stamford, CTIA RegisteredRegistration inactive
-
Mark Charles SullivanCRD 4989516 · Stamford, CTIA RegisteredRegistration inactive
-
Shivani SinghCRD 7857852 · Stamford, CTIA Registered
1–11 of 11
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 143599 ↗
FINRA BrokerCheck record for firm CRD 143599 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.