Cloud Capital Management, LLC
Cloud Capital Management, LLC is an investment adviser headquartered in Seattle, WA, United States. The firm manages assets primarily for US clients, with a focus on high net worth individuals and pension/profit sharing plans. Cloud Capital employs a small team of 3 to 4 investment professionals and holds SEC registration. The firm is affiliated with Cloud Capital, a global investment management firm specializing in data center assets, providing expertise in acquiring, managing, and operating mission-critical data centers. Cloud Capital Management appears to serve as the asset management or advisory arm within the broader Cloud Capital group structure.
Investment Strategy
Cloud Capital Management, LLC manages portfolios with an emphasis on providing exposure to data center assets and related real estate investments. Leveraging the firm’s tight affiliation with CloudHQ—a global developer and operator of data centers—Cloud Capital Management accesses proprietary, de-risked investment opportunities in high-quality, tier-one markets. The firm supplements its core acquisitions with value-add and development-oriented data center projects, seeking to generate returns through specialist sector knowledge, off-market deal sourcing, and operational enhancements. For its 13F filings, the firm also manages public equities, often with a diversified portfolio across technology and financial sectors.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 14.67% | $23.5M | 642,464 | $32.99 | $35.84 | +$830.0K |
S SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 8.39% | $13.5M | 553,342 | $24.34 | $24.38 | -$550.0K |
A AAPL | APPLE INC COM | 6.54% | $10.5M | 51,569 | $210.30 | $205.17 | +$7.0M |
D DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 5.25% | $8.4M | 284,398 | $26.20 | $29.37 | +$312.0K |
V VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 5.04% | $8.1M | 160,646 | $49.90 | $50.27 | +$47.0K |