# Clarion Call Capital

> Clarion Call Capital is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 333446
- Filed as: CLARION CALL CAPITAL
- Legal name: Clarion Call Capital LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333446
- AdvisorCensus page: https://advisorcensus.com/firm/clarion-call-capital-new-york-ny-333446

## Quick answers

**How is Clarion Call Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Clarion Call Capital reports these compensation arrangements: a percentage of assets under its management.

**Where is Clarion Call Capital located?**
Clarion Call Capital's principal office is in New York, NY, according to its Form ADV.

**Is Clarion Call Capital registered with the SEC or a state?**
Clarion Call Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333446.

**How much does Clarion Call Capital manage?**
Clarion Call Capital reports $66,477,755 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Clarion Call Capital's assets and staff changed since 2025?**
In the Form ADV data for Clarion Call Capital: Regulatory assets under management: $53,763,730 in the October 2025 data and $66,477,755 in the October 2026 data, up 24%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does Clarion Call Capital use?**
Clarion Call Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Clarion Call Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333446

**Does Clarion Call Capital state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "Clarion Call Capital imposes a minimum initial investment of $1,000,000 to open an account. However, Clarion Call Capital does reserve the right to accept or decline a potential client for any reason in its sole discretion."

**What changed in Clarion Call Capital's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $53,763,730 to $66,477,755 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Clarion Call Capital imposes a minimum initial investment of $1,000,000 to open an account. However, Clarion Call Capital does reserve the right to accept or decline a potential client for any reason in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $66,477,755
- Discretionary: $66,477,755
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $6,985,604 |
| Charitable organizations | Fewer than 5 | $3,711,106 |
| Other investment advisers | Fewer than 5 | $3,006,868 |
| Corporations or other businesses not listed above | Fewer than 5 | $52,774,177 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarioncallcapital.com
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $53,763,730 | 1 | March 31, 2025 |
| October 2026 | $66,477,755 | 1 | March 19, 2026 |

Regulatory assets under management: $53,763,730 in the October 2025 data and $66,477,755 in the October 2026 data, up 24%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $53,763,730 to $66,477,755 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarion Call Capital (CRD 333446): Form ADV filing data as of October 2026.