Clearview Capital, L.P
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Learn more about Clearview Capital, L.P
Overview
Clearview Capital, L.P is a financial advisory firm that has its headquarters in Stamford, Connecticut. Clearview Capital, L.P has $2.0 billion in assets under management over 11 client accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). It has a small team, including 20 financial advisors. Clearview Capital, L.P is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as equities, options and bonds.
Clearview Capital, L.P administers all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring the customer's authorization. The advisory firm administers about $185.9 million in assets for each account. The typical advisor at Clearview Capital, L.P oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's central office is at 1010 Washington Boulevard, Stamford, Connecticut 6901. The company is permitted to provide services to clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clearview Capital, L.P by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2.0 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
25
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$185.9 million
Fee Structure
Financial advisory fees usually are based on the type of financial services provided. Fee types billed by the firm can be comprised of 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 offered by Clearview Capital, L.P.
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
The company works with pooled investment vehicles. Out of its 11 accounts, Clearview Capital, L.P's biggest client by number of accounts is pooled investment vehicles. None of the firm's accounts are non-U.S. persons.
- 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
Clearview Capital, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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