ClearArc Capital Inc

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Assets, Funds, Holdings

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ClearArc Capital Inc
CRD #104650
SEC #801-11184
CIK #0001167553
AUM
Employees 12 (50% Investors, 0% Brokers)
Phone855-362-2227
Address38 Fountain Square Plaza
Cincinnati, OH 45263
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
25201510501999200720152024
Sector Form 13F Holdings Value ($M)
Apple Inc 13.2
Microsoft Corp 12.8
Amazon Com Inc 8.4
Facebook Inc 5.3
J P Morgan Chase & Co 4.7
Alphabet Inc 4.3
Alphabet Inc 4.3
Johnson & Johnson 3.6
VISA Inc 3.4
Exxon Mobil Corp 3.2
View All
Holdings by Sector ($M)
80064048032016002011201420172021
Type Form D Funds Date Sold ($M) AUM ($M)
Other Stoneroad Dividend Growth Premium Income Plus Investment Trust Fund A Series of the Stoneroad Series Investment Trust [2016-03-29] 0.0 0.0
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 1 0.0
(f) Pooled investment vehicles 5 0.6
(g) Pension and profit sharing plans 7 0.1
(h) Charitable organizations 21 1.0
(i) State or municipal government entities 14 0.7
(j) Other investment advisers 0 0.0
(k) Insurance companies 4 0.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 20 1.3
(n) Other 1 0.1
Total 116 3.9
By Discretionary
Discretionary 116 3.9
Non-Discretionary 0 0.0
Total 116 3.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.9
Total 116 3.9
Form D Directors # Filings # Firms 2011 - 2025
NA ClearArc Capital Inc Fka Fifth Third Asset Management Inc 5
NA State Street Bank and Trust Company of New Hampshire 5
EDGAR Form CIK 2011 - 2025
13F-HR [0001167553]
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