Best Investors Account Sign in
Inactive

Brian Guy Lancaster

Clayton Partners LLC

Berkeley, CA

CRD 2636780

Claim This Profile
Employer firm

Clayton Partners LLC CRD 127546

$172M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Clayton Partners Llc

3160 College Avenue Suite 203, Berkeley, CA 94705 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-22
  • CA RA
    APPROVED
    Since 2025-11-22

Branch Locations

3160 College Avenue Suite 203, Berkeley, CA 94705 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clayton Partners Llc Berkeley CA 01/2011 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-08-07
  • S63 Uniform Securities Agent State Law Examination
    1995-08-07
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

BLUME CAPITAL MANAGEMENT, INC.
FUTURE FRONTIER CAPITAL, LLC
VOLEON CAPITAL MANAGEMENT LP

Nearby Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel

Nearby Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA

More in Berkeley, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor