Clutch Capital Management
Clutch Capital Management is a privately held New York-based registered investment advisor providing discretionary and non-discretionary portfolio management, risk management, and financial planning services to high net worth individuals, small businesses, and corporate clients across the New York metro area.
- Company typePrivate
- Founded2009
- HeadquartersUniondale, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Clutch Capital Management does
Clutch Capital Management, LLC is a privately held, founder-led registered investment advisory firm founded in 2009 and headquartered in Uniondale, New York, with additional offices in Manhattan and Forest Hills. The firm provides discretionary and non-discretionary investment advisory services — including portfolio management, risk management, investment strategy design, income-generating solutions, capital raising and consulting, retirement and education funding planning, and financial instruments trading — to high net worth individuals, small businesses, and corporate clients in the New York metropolitan area. Advisory work is delivered through a small team of four named professionals (President & CIO Boris Khaim, Senior Financial Advisor Marc Segelnick, Financial Advisor Ariel Serber, and Administration/Technology lead Shelton Johnson), all holding Series 65 licenses and bringing 20+ years of prior experience at major firms such as AXA Advisors, UBS Financial Services, Citi Smith Barney, and Wells Fargo Advisors.
The firm's investment approach combines top-down market analysis (global and domestic macro, sector analysis, fundamental and technical analysis, market momentum) with risk management tools including undervalued-asset selection, low-correlation diversification, fixed income allocation, options-based hedging, and short-term opportunistic trades. Portfolios span CDs, ETFs, municipal securities, mutual funds, equities, corporate debt, options, and US government securities. There is no proprietary technology platform; the firm relies on Interactive Brokers, LLC (FINRA/SIPC member) for brokerage execution and custodial services and unspecified third-party tools for qualitative and quantitative analysis.
The business model is fee-based recurring revenue generated through investment advisory services billed on managed assets across discretionary and non-discretionary mandates. Pricing is not publicly disclosed and requires direct client engagement. The go-to-market is sales-led and relationship-based, relying on direct client engagement, goal and needs analysis, and frequent portfolio reviews rather than paid marketing or channel partnerships. Marketing is limited to a professional website (clutchcap.com) and direct email/telephone contact with team members. No external institutional investors, private equity backing, or parent company relationships are identified; ownership appears closely held by the founding principals.
Clutch Capital Management firmographics
Firmographics- Name
- Clutch Capital Management
- Legal name
- Clutch Capital Management, LLC
- Website
- https://clutchcap.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Clutch Capital Management is a privately held New York-based registered investment advisor providing discretionary and non-discretionary portfolio management, risk management, and financial planning services to high net worth individuals, small businesses, and corporate clients across the New York metro area.
- Ownership category
- akta.pro rank
Clutch Capital Management industry classification
Industry- Product category
- Wealth Management / Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Clutch Capital Management is headquartered
LocationHeadquarters
- HQ city
- Uniondale
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Clutch Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: The firm generates revenue through investment advisory services, managing client portfolios on both discretionary (firm makes decisions) and non-discretionary (client approves) basis. Services include portfolio management, risk management strategies, investment strategy design, income generating solutions, and financial planning.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Clutch Capital Management product offering
Product offeringCore offering
Clutch Capital Management is a registered investment advisor that provides portfolio management and financial planning services to high net worth individuals, small businesses, and corporate clients. It manages client assets on both discretionary and non-discretionary bases across individual, joint, custodial, trust, estate, IRA, corporate, and qualified plan accounts, offering risk management strategies, investment strategy design, income generating solutions, retirement/pension accumulation, education funding, and trading in equities, fixed income, ETFs, mutual funds, options, municipal, and U.S. government securities. Brokerage and custodial services are delivered via Interactive Brokers, LLC.
Product overview
Clutch Capital Management offers a unified financial advisory service platform centered on portfolio management and financial planning. The core offering is Financial Advisory Services encompassing risk management, investment strategy, income solutions, and portfolio management, supported by supplementary Financial Planning Services including cash flow analysis. The firm manages client assets on both discretionary and non-discretionary basis across multiple account types including individual, joint, custodial, trust, IRA, corporate, and qualified plans.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory Services Comprehensive financial advisory offering for individuals, small businesses, and corporate clients, covering risk management, investment strategy design, income generating solutions, capital raising/consulting, retirement and pension accumulation, education funding, and trading across multiple security types, delivered on both discretionary and non-discretionary bases.
- Portfolio Management Discretionary and non-discretionary portfolio management utilizing top-down market analysis, fundamental and technical analysis, and risk management tools including options for hedging and performance enhancement.
- Financial Planning Services Basic financial planning and cash flow analysis services offered alongside portfolio management to address client budgeting, cash flow, and broader financial planning needs.
Companies that use Clutch Capital Management
Customer profileSegments3 records
Ideal customer profiles3 records
Clutch Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Clutch Capital Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Clutch Capital Management competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
Clutch Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clutch Capital Management leadership team
Management profileNumber of profiles
Profiles4 records
Clutch Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clutch Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clutch Capital Management
What does Clutch Capital Management do?
Clutch Capital Management is a registered investment advisor that provides portfolio management and financial planning services to high net worth individuals, small businesses, and corporate clients. It manages client assets on both discretionary and non-discretionary bases across individual, joint, custodial, trust, estate, IRA, corporate, and qualified plan accounts, offering risk management strategies, investment strategy design, income generating solutions, retirement/pension accumulation, education funding, and trading in equities, fixed income, ETFs, mutual funds, options, municipal, and U.S. government securities. Brokerage and custodial services are delivered via Interactive Brokers, LLC.
Is Clutch Capital Management a public or private company?
Clutch Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Clutch Capital Management founded?
Clutch Capital Management was founded in 2009. It employs 11 to 50 people.
Where is Clutch Capital Management based?
Clutch Capital Management is headquartered in Uniondale, United States, in the North America region.
How does Clutch Capital Management make money?
One revenue line is on record: investment Advisory Fees.
Does Clutch Capital Management have an API?
No public API is recorded for Clutch Capital Management.
What industry is Clutch Capital Management in?
Clutch Capital Management's product category is Wealth Management / Investment Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.