Brian Lancaster has been Manager/Member of Clayton Partners since January 2011, is a control person of the firm and directly owns between 25% and 50% of it. Brian Lancaster holds a BS in Business Administration from the University of California, Berkeley.
Clayton Partners LLC is a Berkeley, CA firm with $172M under management, 56 clients and 4 advisers in one office, as of its March 2026 filing.
Brian Lancaster is Partner and Co-Portfolio Manager of Clayton Partners LLC, based in Berkeley, California. He started his investment career in 1994 as an analyst in the corporate finance department at Montgomery Securities. He co-founded Castle Peak Asset Management in 2003 and joined Clayton Partners in 2010.
- Clayton Partners LLCCurrent– present · 15 yearsBerkeley, CA · Adviser representative · Firm CRD 127546
Professional designations
Listed by Clayton Partners
- CFA
Investment adviser representative registrations
Brian Lancaster is registered as an investment adviser representative in California, since January 2011.
- CaliforniaSince 10 January 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 7 August 1995 |
| Series 7 | General Securities Representative Examination | 18 July 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Guy Lancaster
- CRD
- 2636780
- Firm
- Clayton Partners · CRD 127546
- Role
- Manager/Member
- Office
- 3160 COLLEGE AVENUE, SUITE 203, Berkeley, CA 94705
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claytonpartners.com
Where does Brian Lancaster work?
Brian Lancaster has been Manager/Member of Clayton Partners LLC since January 2011, and is a control person of the firm.
Is Brian Lancaster a financial advisor?
Yes. Brian Lancaster has a current investment-adviser registration in California, through Clayton Partners since January 2011.
How many years of experience does Brian Lancaster have?
Brian Lancaster has 28 years in the financial industry, since June 1998, across 1 adviser firm.
What exams has Brian Lancaster passed?
Brian Lancaster has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 1995.
Where did Brian Lancaster work before Clayton Partners?
Before Clayton Partners, Brian Lancaster was registered through Castle Peak Asset Management, July 2003 to April 2008.
Where is Brian Lancaster based?
Brian Lancaster’s registered office is in Berkeley, CA.
Is Brian Lancaster registered with FINRA?
No. Brian Lancaster has no current broker registration.
Is Brian Lancaster a CFA charterholder?
Clayton Partners lists Brian Lancaster with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Brian G. Lancaster, CFA biography, claytonpartners.com
How can I verify Brian Lancaster’s record?
Search CRD 2636780 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Lancaster’s full registration record.
