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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clear Sky Financial LP
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|---|---|
| CRD # | 298551 |
| SEC # | 801-120728 |
| CIK # | 0001773732 |
| AUM | $124.0 M (2025-03-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-440-3615 |
| Address | 130 N Preston Road Prosper, TX 75078 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 22.8 |
| (b) Individuals (high net worth individuals) | 35 | 101.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 124.0 |
| By Discretionary | ||
| Discretionary | 279 | 124.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 279 | 124.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.0 | |
| Total | 279 | 124.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001773732] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boyd Capital Management LLC
✚
|
NY | 0.1 |
|
Intrinsic Investors LLC
✚
|
WI | 0.1 |
|
Strategic Asset Management LLC
✚
|
MN | 0.1 |
|
American Investment Advisors Inc
✚
|
WI | 0.1 |
|
Littlefield Asset Management Inc
✚
|
0.1 | |
|
Heritage Wealth Management Group Ltd
✚
|
VA | 0.1 |
|
Sound Portfolio Advisors LLC
✚
|
CT | 0.1 |
|
Bluelist Partners LLC
✚
|
VA | 0.1 |
|
Unify Financial LLC
✚
|
FL | 0.1 |
|
TC Financial Management Co Inc
✚
|
NJ | 0.1 |