St. Clair Advisors LLC

EST. AUM
$997,629,621

CONTACTS
3

CLIENT ACCOUNTS
528

Firm Details

Metro area Cleveland
CRD Number 155064
Website saintclairllc.com
Client types

Overview

St. Clair Advisors, with about $875 million assets under management, is based in Cleveland, OH. Previously, they utilized Fortigent as their outsource research provider. St. Clair accesses strategies on the equity side through separate accounts and model delivery, which is their preference. In some instances, they will allocate to private equity strategies as well. They are very tax sensitive and use parametric.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

St. Clair Advisors LLC

Platform Details

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