Clutch Capital Management

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.

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

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

• Investment advisory services
• Portfolio management
• Wealth management
• Financial planning
• Retirement planning

Headquarters

HQ city

Uniondale

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. 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

Core 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.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Clutch Capital Management