Claymore Capital Partners

Name

Claymore Capital Partners

Legal name

Claymore Capital Partners

Website

https://claymorecapital.net

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Claymore Capital Partners is a privately held Cincinnati-based investment advisory firm, founded in 2020, that offers private equity, venture capital, and asset management services with a 1-10 person team.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Investment advisory
• Private equity services
• Venture capital services
• Asset management
• Capital allocation

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Core offering

Claymore Capital Partners is an investment advisory firm that offers private equity, venture capital, and asset management services to clients. The firm provides advisory and capital deployment services across private equity and venture capital strategies, and supports investor reporting through a third-party investor portal (Juniper Square).

Differentiator

Problem solved

Functional benefit

Products and services

• Private Equity Advisory
• Venture Capital Advisory
• Asset Management

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Ascent Private Capital Management: Ascent Private Capital Management is a wealth and investment advisory firm serving HNW individuals and families with discretionary portfolios and alternative investment access. It is a direct peer because its model — combining advisory mandates with access to private market strategies — closely mirrors Claymore's stated offering.
• Pathstone Family Office: Pathstone is an independent, privately owned family office serving ultra-HNW families with investment advisory, alternative investments, and reporting services. It is a direct peer because its full-service advisory model encompasses the same PE/VC and traditional asset management activities Claymore lists.
• Beacon Pointe Advisors: Beacon Pointe is a multi-family office and RIA offering comprehensive wealth advisory, investment management, and alternative investment solutions to HNW clients. It is a direct peer because its combined advisory + alts model is structurally similar to Claymore's described platform.
• HighTower Advisors: HighTower is a national RIA supporting independent advisor teams that deliver wealth management, investment advisory, and alternative investment access to HNW clients. It is a direct peer because its member-firm model — independent advisory businesses offering multi-strategy services — closely parallels Claymore's positioning.
• Cerity Partners: Cerity Partners is a multi-family office and RIA providing investment advisory, tax, and estate services to HNW clients, with capabilities spanning traditional and alternative investments. It is directly comparable to Claymore's combined advisory + alt investing positioning.
• Cresset Partners: Cresset is a multi-family office and private investment firm offering wealth advisory, direct investing, and PE/VC access to HNW clients. It is a direct peer because Claymore's combined PE/VC/asset management offering on a Cincinnati RIA-style chassis mirrors Cresset's integrated model, just at a much earlier stage.

Broad incumbents

• Creative Planning: Creative Planning is a large RIA offering wealth management, financial planning, and alternative investment solutions to individuals and families. It is a broader incumbent because it competes with Claymore in the same RIA + alt-investing category, but at substantially greater scale and with a much larger national footprint.
• Northern Trust Wealth Management: Northern Trust is a large global wealth manager offering investment advisory, asset management, and alternative investment access to HNW and institutional clients. It is a broad incumbent because it competes with Claymore across the same combined advisory + alts bundle, but at vastly greater scale and brand recognition.
• Glenmede: Glenmede is a long-established investment and wealth advisory firm serving HNW individuals, families, and institutions with discretionary portfolios and alternative investment access. It is a broader incumbent because, while it offers the same combined advisory + alts capabilities as Claymore, it operates at significantly larger scale and is a much more established brand.

Regional players

• Plante Moran Financial Advisors: Plante Moran Financial Advisors is a Midwestern wealth and investment advisory firm serving individuals, families, and institutions with portfolio management and financial planning. It is a regional peer because, like Claymore, it is a Midwestern advisory firm combining wealth management with access to alternative investments, though it operates at a larger scale.

Market position

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Claymore Capital Partners