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INVESTMENT ADVISOR GROUP
Legal name: CLPF LLC
CRD 312448File 801-120292
APPROVED
Retail clients
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$81.0M
Bottom 25% of cohort (national)
Discretionary AUM
$80.6M
Non-discretionary $350K
Clients
124
244 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 8, 2021
- Principal office
- Not reported
- Phone
- 607-930-4338
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $81.0M
- Discretionary AUM
- $80.6M
- Non-discretionary AUM
- $350K
- Discretionary accounts
- 243
- Non-discretionary accounts
- 1
- Total accounts
- 244
- AUM per client
- $653K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $212K |
| High net worth individuals | 10 | $41.6M |
| Individuals (other than high net worth individuals) | 113 | $39.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SERVICE AND CONSULTING FEES FROM REPRESENTATIVES
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- 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 11- Q11D2
- Q11D3
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.