DC
CFA
DC
CFA

Donald Eric Cleven

17 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
23 advisors
Number of Clients
223 clients
Average Client Portfolio
$34.3M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

301 South College Street, #3800, Charlotte, NC, 28202-6002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Donald is a minority investor in Queen City Soccer Club, LLC, which owns the Charlotte Independence soccer team. This investment, which began in Q4 2016, requires minimal time.

Employment History
Current Registrations
Wedge Capital Management LLP
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
Lee Munder Capital Group, LLC
July 2009 - October 2014 · 5 yrs 3 mos
Munder Lee Investments LTD
August 2008 - August 2009 · 1 yr
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Donald Eric Cleven - Financial Advisor | TrueAdvisor