Clearlogic Financial Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Clearlogic Financial Inc ✚
CRD #	133114
SEC #	801-63619
CIK #
AUM
Employees	8 (75% Investors, 0% Brokers)
Phone	703-476-3521
Address	11107 Sunset Hills Road Reston, VA 20190
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	62	63.3
(b) Individuals (high net worth individuals)	122	361.9
(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	930	425.2
By Discretionary
Discretionary	811	383.5
Non-Discretionary	119	41.7
Total	930	425.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		425.2
Total	930	425.2

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