|
⚲
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| Clear Sky Financial LP
✚
| |
|---|---|
| CRD # | 298551 |
| SEC # | 801-120728 |
| CIK # | 0001773732 |
| AUM | $106.9 MM (2024-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-440-3615 |
| Address | 130 N Preston Road Prosper, TX 75078 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 18.2 |
| (b) Individuals (high net worth individuals) | 35 | 88.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 106.9 |
| By Discretionary | ||
| Discretionary | 292 | 106.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 292 | 106.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.9 | |
| Total | 292 | 106.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001773732] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |
|
Integrated Wealth Advisors LLC
✚
|
DE | 0.1 |
|
International Management Advisors Ltd
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|
OH | 0.1 |
|
Investment Office Resources LLC
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|
MO | 0.1 |
|
Financial Counseling Associates Inc
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|
CO | 0.1 |
|
Grantvest Financial Group LLC
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|
NJ | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Element Squared LLC
✚
|
MN | 0.1 |
|
Money Management Concepts Inc
✚
|
FL | 0.1 |
|
Allied Private Wealth
✚
|
FL | 0.1 |