|
⚲
|
| Keyboard |
| Clear Sky Financial LP
✚
|
|
|---|---|
| CRD # | 298551 |
| SEC # | 801-120728 |
| CIK # | 0001773732 |
| AUM | 140.6 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-440-3615 |
| Address | 130 N Preston Road Prosper, TX 75078 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 30.4 |
| (b) Individuals (high net worth individuals) | 35 | 110.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (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 | 298 | 140.6 |
| By Discretionary | ||
| Discretionary | 298 | 140.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 298 | 140.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.6 | |
| Total | 298 | 140.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001773732] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Littlefield Asset Management Inc
✚
|
141.1 M | |
|
Dougherty & Associates LLC
✚
|
FL | 141.1 M |
|
Marathon Wealth Partners Inc
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|
141.1 M | |
|
Lifeplan Financial LLC
✚
|
MN | 141.0 M |
|
Clement Street Capital LLC
✚
|
IL | 141.0 M |
|
Fortune Financial Group Inc
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|
141.0 M | |
|
Immaculate Wealth Management LLC
✚
|
AZ | 140.8 M |
|
Olive Branch Capital LLC
✚
|
140.2 M | |
|
Agman Capital LLC
✚
|
NE | 140.2 M |
|
Heaton Financial PC
✚
|
UT | 140.1 M |