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Clarity Capital KCPS Ltd
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CRD # | 160662 |
SEC # | 801-73767 |
CIK # | 0001706746 |
AUM | $523.6 MM (2023-03-31) |
Employees | 17 (71% Investors, 6% Brokers) |
Phone | 97237779000 |
Address | Sasson Hogi Tower, 20th Floor Ramatgan, Israel |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 70 | 37.8 |
(b) Individuals (high net worth individuals) | 70 | 210.0 |
(c) Banking or thrift institutions | 1 | 2.8 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 2.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 1 | 42.2 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 9 | 228.6 |
(n) Other | 0 | 0.0 |
Total | 152 | 523.6 |
By Discretionary | ||
Discretionary | 147 | 480.3 |
Non-Discretionary | 5 | 43.3 |
Total | 152 | 523.6 |
By Non-United States Persons | ||
Non-United States Persons | 402.5 | |
United States Persons | 121.1 | |
Total | 152 | 523.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001706746] |
Related Firms | State | AUM ($BB) |
---|---|---|
Clarity Capital KCPS Ltd
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|
0.5 | |
KCPS Capital Management Ltd
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|
0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Key Client Fiduciary Advisors LLC
✚
|
NJ | 0.5 |
Independent Family Office LLC
✚
|
NY | 0.5 |
Youngs Advisory Group Inc
✚
|
PA | 0.5 |
Parkside Advisors LLC
✚
|
CA | 0.5 |
BCS Financial LLC
✚
|
TN | 0.5 |
Wealth Care LLC
✚
|
FL | 0.5 |
McNamara Financial Services Inc
✚
|
MA | 0.5 |
Perryman Financial Advisory Inc
✚
|
TX | 0.5 |
Inspire Advisors LLC
✚
|
ID | 0.5 |
Seneca Financial Advisors LLC
✚
|
NY | 0.5 |