|
⚲
|
| Clearview Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 150046 |
| SEC # | 801-70141 |
| CIK # | |
| AUM | $84.0 MM (2023-03-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-200-1560 |
| Address | 3151 Airway Avenue Costa Mesa, CA 92626 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 22.7 |
| (b) Individuals (high net worth individuals) | 45 | 61.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 84.0 |
| By Discretionary | ||
| Discretionary | 437 | 84.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 84.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 84.0 | |
| Total | 437 | 84.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Weber Global Management Inc
✚
|
UT | 0.1 |
|
Burnham & Company LLC
✚
|
MI | 0.1 |
|
Ancora West Advisors LLC
✚
|
NV | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Capital Management Consultants Inc
✚
|
IL | 0.1 |
|
BAJA Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Paramount Associates LLC
✚
|
CO | 0.1 |
|
Aspiring Ventures LLC
✚
|
OH | 0.1 |
|
JCN Financial & Tax Advisory Group LLC
✚
|
LA | 0.1 |
|
Raskob Kambourian Financial Advisors Ltd
✚
|
AZ | 0.1 |