Clearlight Partners Management, LLC
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Learn more about Clearlight Partners Management, LLC
Overview
Clearlight Partners Management, LLC operates as a financial advisor firm that has its headquarters in Newport Beach, California. It oversees $189.7 million in assets across two accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The company has a small team, including 8 financial advisors. Clearlight Partners Management, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as stocks, bonds and options.
Clearlight Partners Management, LLC manages all of the company's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments for the client's account without needing to seek client permission. The company's typical account size is $94.8 million. The average financial advisor at Clearlight Partners Management, LLC oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
The company's headquarters is located at 100 Bayview Circle, Newport Beach, California 92660. The company is legally allowed to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clearlight Partners Management, LLC by the Numbers
$189.7 million
11
2
$94.8 million
Fee Structure
Financial management fees usually depend on which services the firm provides the client. Fees billed by the company may include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Clearlight Partners Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its two customers, Clearlight Partners Management, LLC's largest client by number of accounts is pooled investment vehicles. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Clearlight Partners Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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