CLIO ASSET MANAGEMENT LLC

CLIO ASSET MANAGEMENT LLC of CHARLOTTESVILLE, VA is an SEC-registered investment adviser (CRD 298041). Regulatory assets under management: $121.8M.

Registration

• CRD: 298041
• SEC file number: 801-122023
• Type: Registered investment adviser
• Location: 1 BOARS HEAD PLACE, STE 220, CHARLOTTESVILLE, VA, 22903
• Phone: 434-329-7463
• Latest filing: 2026-05-18
• Regulatory AUM: $121.8M
• Discretionary AUM: $121.8M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 298041 on SEC IAPD (source of record)
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