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Inactive

Lane Steven Bucklan

Clinton Investment Management, LLC

Stamford, CT

CRD 2519156

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Employer firm

Clinton Investment Management, LLC CRD 143599

$3.91B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Clinton Investment Management, Llc

333 Ludlow Street South Tower, 8Th Floor, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-11-03
  • CT RA
    APPROVED
    Since 2023-11-03

Branch Locations

333 Ludlow Street South Tower, 8Th Floor, Stamford, CT 06902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iam Capital Coporation Westport CT 03/2003 09/2022
Iridian Asset Management Llc Westport CT 03/2003 10/2022
Leargas Capital Llc Westport CT 10/2022 12/2022
Unemployed Wilton CT 12/2022 02/2023
Coast Capital Management, Lp New York NY 02/2023 10/2023
Clinton Investment Management, Llc Stamford CT 11/2023 Present
  • 03/2003 → 09/2022
    Iam Capital Coporation
    Westport, CT
  • 03/2003 → 10/2022
    Iridian Asset Management Llc
    Westport, CT
  • 10/2022 → 12/2022
    Leargas Capital Llc
    Westport, CT
  • 12/2022 → 02/2023
    Unemployed
    Wilton, CT
  • 02/2023 → 10/2023
    Coast Capital Management, Lp
    New York, NY
  • 11/2023 → Present
    Clinton Investment Management, Llc
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-06
S63 Uniform Securities Agent State Law Examination 1994-07-28
  • S65 Uniform Investment Adviser Law Examination
    1997-01-06
  • S63 Uniform Securities Agent State Law Examination
    1994-07-28

View on SEC IAPD

Nearby Firms

COUNTERPOINTE INVESTMENT MANAGEMENT LLC
K2/D&S MANAGEMENT CO., L.L.C.
LONGRANGE CAPITAL, L.P.

Nearby Investors

CLAUDINE ANTOINETTE SPENCE
RONALD JOHN SCHULER
PAUL JON ACKERLEY

Nearby Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT

More in Stamford, CT

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