|
⚲
|
| Clarity Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 129898 |
| SEC # | 801-62893 |
| CIK # | |
| AUM | $301.3 MM (2023-02-28) |
| Employees | 9 (100% Investors, 33% Brokers) |
| Phone | 800-805-7526 |
| Address | 5000 Birch Street, Ste 100 Newport Beach, CA 92660 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Clarity Capital Partners Next GEN Model LLC | 2022-06-16 | 7.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 237.7 |
| (b) Individuals (high net worth individuals) | 25 | 150.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 7.2 |
| (g) Pension and profit sharing plans | 6 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 19.6 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 421.6 |
| By Discretionary | ||
| Discretionary | 283 | 421.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 283 | 421.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 421.2 | |
| Total | 283 | 421.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clearpath Capital Partners LLC
✚
|
CA | 0.3 |
|
Weathervane Asset Management LLC
✚
|
FL | 0.3 |
|
Brownlie & Braden Advisors LLC
✚
|
TX | 0.3 |
|
ATON Financial LLC
✚
|
PR | 0.3 |
|
McNally Advisors LLC
✚
|
IL | 0.3 |
|
LBJ Family Wealth Advisors Ltd
✚
|
TX | 0.3 |
|
Adalta Capital Management LLC
✚
|
NY | 0.3 |
|
Mills Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Mainsail Asset Management LLC
✚
|
AL | 0.3 |
|
Weik Capital Management Inc
✚
|
PA | 0.3 |