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CLAREMONT CAPITAL MANAGEMENT, LLC
CRD 155189File 801-71872
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$843.9M
Above cohort median (national)
Discretionary AUM
$843.9M
Clients
25
25 accounts
Employees
3
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 30, 2010
- Principal office
- 3930 E CAMELBACK ROAD, SUITE 208, PHOENIX, AZ, 85018
- Phone
- 602-560-8053
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $843.9M
- Discretionary AUM
- $843.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $33.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 10 | $645.3M |
| High net worth individuals | 15 | $196.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 27 | 25 | decreased by2 |
| Apr 1, 2026 | AUM | $797,828,252 | $843,863,443 | increased by$46,035,191 |
| Apr 1, 2026 | Accounts | 29 | 25 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 27 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $661,485,979 | $797,828,252 | increased by$136,342,273 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 29 | increased by4 |
| Apr 1, 2022 | Clients | 21 | 25 | increased by4 |
| Apr 1, 2022 | AUM | $560,861,000 | $661,485,979 | increased by$100,624,979 |
| Apr 1, 2022 | Accounts | 24 | 25 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLAREMONT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLAREMONT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.