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Clay Joseph Sefter

Masonry Capital Management, LLC

Charlottesville, VA

CRD 7902816

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Employer firm

Masonry Capital Management, LLC CRD 292664

$370M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • SUBADVISER SERVICES

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

Current Employers
Masonry Capital Management, Llc

404 People Place 4Th Floor, Charlottesville, VA 22911 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-07-05
  • VA RA
    APPROVED
    Since 2024-07-05

Branch Locations

404 People Place 4Th Floor, Charlottesville, VA 22911 • 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
Masonry Capital Management, Llc Charlottesville VA 03/2022 Present
Chase Investment Counsel Charlottesville VA 10/2016 03/2022
Cdr Associates Hunt Valley MD 05/2010 10/2016
  • 03/2022 → Present
    Charlottesville, VA
  • 10/2016 → 03/2022
    Chase Investment Counsel
    Charlottesville, VA
  • 05/2010 → 10/2016
    Cdr Associates
    Hunt Valley, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-05
  • S65 Uniform Investment Adviser Law Examination
    2024-07-05

View on SEC IAPD

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