Clarivest Asset Management LLC
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Overview
Clarivest Asset Management LLC operates as a financial advisory firm located in San Diego, California. The company administers $3.0 billion in assets under management across 32 accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). Clarivest Asset Management LLC has a small group, including 14 financial advisors. Clarivest Asset Management LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like bonds, stocks and options.
Clarivest Asset Management LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices are made by an investment advisor without needing to seek client consent. Clarivest Asset Management LLC manages an average of $95.2 million for every account. The average advisor at Clarivest Asset Management LLC manages around two client accounts, making it one of the most individualized financial advisor firms in the country.
Clarivest Asset Management LLC's central office is located at 3611 Valley Centre Drive, San Diego, California 92130. The firm is registered to provide services to customers across 2 states, including California and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clarivest Asset Management LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3.0 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
22
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
32
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$95.2 million
Fee Structure
A financial advisor's fees are based on the services provided. Fee types billed by the company can include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Clarivest Asset Management LLC does business with a broad range of clients. It provides services to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and other. Out of its 32 clients, Clarivest Asset Management LLC's largest client type by number of accounts is pension plans. Just 3% of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 90.91%
- Charitable Organizations - 9.09%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Clarivest Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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