Unclaimed Profile

Adam John Wright

BLUE CLAY CAPITAL MANAGEMENT, LLC·MINNEAPOLIS, Minnesota

Series 62, Series 65Clean record8 years registeredBLUE CLAY CAPITAL MANAGEMENT, LLC

5000 WEST 36TH STREET, MINNEAPOLIS, MN 55416-2762CRD# 4119487Firm CRD# 166382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam John Wright · MINNEAPOLIS, MN

Registration

CRD #4119487 · BLUE CLAY CAPITAL MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUE CLAY CAPITAL MANAGEMENT, LLC

NORTH VALUE PARTNERS, LLC

Feb 2020 – Aug 2021

Minnea, MN

NORTH VALUE PARTNERS, LLC

May 2018 – Dec 2019

Minneapolis, MN

Registrations & Exams

FINRA examinations passed

Series 62

Series 65

Registration record

First registered · May 4, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE CLAY CAPITAL MANAGEMENT, LLC

CRD 166382 · SEC 802-107182

AUM

$153M

Regulatory assets under management

Services offered by BLUE CLAY CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BLUE CLAY CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam John Wright offer?

Adam John Wright specializes in Retirement Planning.

What are Adam John Wright's credentials?

Adam John Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam John Wright located?

Adam John Wright is based in MINNEAPOLIS, Minnesota, last registered with BLUE CLAY CAPITAL MANAGEMENT, LLC.

How does Adam John Wright charge for services?

Adam John Wright's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE CLAY CAPITAL MANAGEMENT, LLC?

BLUE CLAY CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $153M in regulatory assets under management. See their Form ADV for full details.

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