CLOUD CAPITAL MANAGEMENT, LLC

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UUID700ca46c-836a-5263-b2de-e68d3249d28a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	317325	317325	—	1.0
sec_file_number	801-128329	801-128329	—	—

Profile

Websitehttp://www.cloudcapital.us

HQ CitySEATTLE

HQ StateWA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

CLOUD CAPITAL adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)189,895,038.0
RAUM (discretionary)189,895,038.0
Actionable assets173,074,934.0
Accounts230.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM172,945,211.0

As of 2025-06-27 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Heininger, Taylor, Jeffrey	MEMBER	OFFICER	—	{"filing_id": "2016704", "owner_id": "6879270", "source": "adv_part1", "table": "Schedule_A_B"}
Sternbach, Sean	MEMBER	OFFICER	—	{"filing_id": "2016704", "owner_id": "7455409", "source": "adv_part1", "table": "Schedule_A_B"}
WILLIAMS, HART, ARTHUR	MEMBER, CCO	OFFICER	—	{"filing_id": "2016704", "owner_id": "6895310", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Heininger, Taylor, Jeffrey

MEMBER

OFFICER

—

{"filing_id": "2016704", "owner_id": "6879270", "source": "adv_part1", "table": "Schedule_A_B"}

Sternbach, Sean

MEMBER

OFFICER

—

{"filing_id": "2016704", "owner_id": "7455409", "source": "adv_part1", "table": "Schedule_A_B"}

WILLIAMS, HART, ARTHUR

MEMBER, CCO

OFFICER

—

{"filing_id": "2016704", "owner_id": "6895310", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/22/2025 04:18:45 PM",
  "filing_id": "2016704",
  "reg_type": "IA"
}
```

CLOUD CAPITAL MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1