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| Happy Holidays!! thanks for using AUM13F!! |
| Clear Investment Research LLC
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| CRD # | 172685 |
| SEC # | 801-80259 |
| CIK # | 0001635523 |
| AUM | $4.7 B (2025-03-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 678-293-8667 |
| Address | 284 S Main Street Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Graphic Packaging Holding Co | 6.5 | ||
| Apple Inc | 3.0 | ||
| Microsoft Corp | 2.1 | ||
| Lilly Eli & Co | 2.1 | ||
| Nvidia Corp | 1.1 | ||
| Bank of America Corp /DE/ | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 0.0 |
| (b) Individuals (high net worth individuals) | 45 | 0.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 4.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 4.7 |
| By Discretionary | ||
| Discretionary | 226 | 0.2 |
| Non-Discretionary | 51 | 4.4 |
| Total | 277 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 4.5 | |
| Total | 277 | 4.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001635523] |
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BC Advisors LLC
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