Alvin Clay Financial Advisors Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 2015

Year Founded

  • Professionals
  • 3

Professionals

  • AUM

Alvin Clay Financial Advisors General Information

Description

Alvin Clay Financial Advisors is an investment advisory firm based in Jenkintown, Pennsylvania. Established in 2015, the firm develops a portfolio based on its client's financial goals, timeline, as well as expected absolute performance of the investments. The assets of the firm are managed by the executive management team.

Contact Information

Year Founded
2015
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Founder & Managing Partner
Email
ac
Phone
+1 (267)
Corporate Office
  • 309 York Road
  • Suite 215
  • Jenkintown, PA 19046
  • United States
+1 (267)

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Alvin Clay Financial Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Alvin Clay Financial Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Alvin Clay Financial Advisors FAQs

  • When was Alvin Clay Financial Advisors founded?

    Alvin Clay Financial Advisors was founded in 2015.

  • Where is Alvin Clay Financial Advisors headquartered?

    Alvin Clay Financial Advisors is headquartered in Jenkintown, PA.

  • How many Assets Under Management (AUM) does Alvin Clay Financial Advisors have?

    Alvin Clay Financial Advisors has in assets under management.

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