Clavis Capital Management, LLC

Clavis Capital Management provides portfolio management and related advisory services primarily to high‑net‑worth individuals and business entities, delivering individualized investment policy statements and ongoing account monitoring. The firm offers both discretionary and non‑discretionary management and makes performance‑based fee arrangements available to qualified clients.

The firm’s investment process combines quantitative and qualitative methods — including cyclical, fundamental, modern portfolio theory, technical and quantitative analysis — and implements strategies such as short‑term trading, short sales, trend following and global macro futures trading across equities, fixed income, ETFs, commodities, inflation‑linked bonds and non‑U.S. securities. Clavis documents client risk tolerances in written investment policy statements, generally operates with trading discretion, and uses a third‑party administrator for accounting and performance reporting.

Several operational and regulatory features distinguish Clavis from many peers: the firm and two principals are registered as Commodity Trading Advisors with the NFA and the advisory strategy explicitly incorporates commodity and futures exposure and derivatives in separately managed accounts. The adviser also operates a very concentrated client roster while requiring a single custodian platform and a third‑party administrator, arrangements that are addressed in its policies on trade aggregation and conflicts of interest.