Clarivest Asset Management LLC

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Assets, Funds, Holdings

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Clarivest Asset Management LLC
CRD #139785
SEC #801-66386
CIK #
AUM $6.7 BB (100% Disc, 86% US)
Employees23 (57% Investors, 4% Brokers)
Phone858-480-2440
Address3611 Valley Centre Drive
San Diego, CA 92130
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 257.2
MSFT 865,660.0 222.1
FB 491,090.0 178.8
AMZN 820,610.0 147.8
UNH 233,310.0 127.1
GOOGL 819,810.0 117.8
GOOG 817,370.0 115.3
HD 206,070.0 103.0
BA 226,000.0 85.1
MCD 138,580.0 84.6
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Clarivest Emerging Markets Socially Responsible Fund LLC 2016-04-15external
77.6
82.0
Other Clarivest Emerging Markets Equity Fund LP 2012-08-15external
102.0
49.3
View All
Fund Directors # Filings # Firms 2011-2019
Jennings Newcom 5 2
James Minnick 5 2
Clarivest Asset Management LLC 2 1
Tiffany Ayres 2 1
Eric Wilwant 2 1
J Abbott 2 1
Courtland James 2 1
David Vaughn 2 1
Todd Wolter 2 1
Jeff Jacobson 2 1
Comparable Firms State AUM ($BB)
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9.4
Denver Investment Advisors LLC
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7.0
Summit Trail Advisors LLC
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6.0
Mill Creek Capital Advisors LLC
PA
5.6
Welch & Forbes LLC
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4.6
Weitz Investment Management Inc
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4.2
Northside Capital Management LLC
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4.1
Truvvo Partners LLC
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3.9
McKinley Capital Management LLC
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3.8
Canterbury Consulting Incorporated
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3.7