CLAYTON PARTNERS LLC
  • CLAYTON PARTNERS LLC
  • CASTLE PEAK ASSET MANAGEMENT
  • JASON STANKOWSKI
  • CLAYTON PARTNERS
  • CASTLE PEAK ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 04/08/2015
Other registrations (1)
ADV Location BERKELEY, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 171,997,700 13%
of that, discretionary 171,997,700 13%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 57,199,600 13%
Avg Account Size 2,149,971 33%
% High Net Worth 46.43% 37%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

172M 147M 123M 98M 74M 49M 25M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary