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| Happy Holidays!! thanks for using AUM13F!! |
| Clearview Investment Partners LLC
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|---|---|
| CRD # | 150046 |
| SEC # | 801-70141 |
| CIK # | |
| AUM | $100.4 M (2025-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-200-1560 |
| Address | 3151 Airway Avenue Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 21.8 |
| (b) Individuals (high net worth individuals) | 51 | 78.4 |
| (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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 100.4 |
| By Discretionary | ||
| Discretionary | 352 | 100.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 352 | 100.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.4 | |
| Total | 352 | 100.4 |
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|---|---|---|
|
DLK Investment Advisors LLC
✚
|
WA | 0.1 |
|
Pleasantdale Wealth Management LLC
✚
|
0.1 | |
|
Integrated Benefits Incorporated
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0.1 | |
|
Thielen Capital Corporation
✚
|
CA | 0.1 |
|
Kennondale Capital Management LLC
✚
|
VA | 0.1 |
|
Degreen Private Wealth LLC
✚
|
AZ | 0.1 |
|
Investor's Advantage LLC
✚
|
0.1 | |
|
AG Global Advisors LLC
✚
|
0.1 | |
|
Revolution Partners LLC
✚
|
0.1 | |
|
FRA Wealth Management LLC
✚
|
IL | 0.1 |