CLAIRMONT CAPITAL GROUP, LLC other names

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Adviser Profile

As of Date:

04/26/2024

Adviser Type:

- Large advisory firm


Number of Employees:

9

of those in investment advisory functions:

3


Registration:

SEC, Approved, 8/14/2023

Other registrations (2)
Former registrations

CLAIRMONT CAPITAL GROUP, LLC

AUM:

210,875,145

of that, discretionary:

210,875,145

Private Fund GAV:

221,006,914 3.78%

Avg Account Size:

30,125,021


SMA’s:

NO

Private Funds:

6

Contact Info

310 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Recent News



Private Funds Structure

Fund Type Count GAV
Real Estate Fund 4 $214,913,716
Other Private Fund 2 $6,093,198

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Private Funds



Employees




Brochure Summary

Overview

Clairmont Capital Group, LLC (“Clairmont” or the “Firm”), a Delaware limited liability company, is an investment management company located in Los Angeles, California. Clairmont provides investment advisory services to private equity investment funds privately offered to qualified purchasers and accredited investors. The Firm commenced operations in 2018 and is principally owned by Christian S. Wenger. Clairmont focuses exclusively on alternative real assets and specializing in general partnership (“GP”) equity co-investments alongside real estate sponsors and institutional equity partners in the US, UK, and Europe. Clairmont seeks to deliver asymmetric risk-adjusted returns with specific focus on ‘market- inelastic’ sectors including: Student Housing, Multifamily, Senior Housing, Industrial, and Built-to-Rent Single Family. Clairmont also actively manages fund vehicles targeting entity-level GP stakes as well as Tax-Advantaged investing. Clairmont provides portfolio management and investment advisory services to private pooled investment vehicles (“Funds” or Clients”). Clairmont engages in advisory services with Funds that rely on exemption from registration with the SEC under both Section 3(c)1 and Section 3(c)7 of the Investment Company Act of 1940, as amended (“Investment Company Act”). Funds relying on the Section 3(c)7 exemption are offered exclusively to qualified purchasers that meet the investment criteria outlined in Section 3(c)7 of the Investment Company Act. Funds relying on Section 3(c)1 exemption are offered to accredited investors under the
criteria defined in Investment Company Act. Clairmont’s investment advisory services include identifying and evaluating investment opportunities, negotiating the terms of investments, managing and monitoring investments, and selling portfolio investments. Clairmont manages each of its Funds within the guidelines and restrictions set forth, as applicable, in each Fund’s private placement memorandum, limited partnership agreement (or limited liability company or other applicable governing agreement), subscription agreements, advisory agreements, side letter agreements, and other governing documents of the relevant Fund (collectively, as amended, “Governing Documents”). Each of the Funds are controlled by a general partner (“General Partner”) or managing member or similar government entity as provided in the Governing Documents. Each Fund’s General Partner has appointed Clairmont (or an affiliate thereof) to serve as the Fund’s investment manager, pursuant to a written agreement. The General Partner in its discretion may offer co-investment opportunities to one or more Funds or their affiliates, and to other funds, private investors, groups, entities, or individuals. Co-investors will be determined by the General Partner in its sole discretion, and co-investment opportunities will be offered on a deal-by-deal basis. Clairmont does not participate in any wrap fee programs. Assets Under Management Clairmont managed $210,875,145 in Client assets (“AUM”), all on a discretionary basis, as of the filing of our most recent Annual Amendment to Form ADV. .