CRD: 172209
Clear Capital Management LP
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- Custodian
- Charles Schwab & Company · Pershing · PNC
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2014
- Office Locations
- 2
Office Locations
About Clear Capital Management LP
Clear Capital Management LP is a boutique RIA serving tech-savvy professionals with personalized financial planning and discretionary portfolio management. The firm uses a proprietary stock-selection algorithm (9,000-stock universe narrowed to ~500) and quantitative allocation tools, building risk- and goal-based portfolios across ETFs, public funds, and U.S. government/agency bonds, with custody through firms such as Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CALVIN DAVID ROSE
Chief Investment Officer
- CRD
- #6365301
- Ownership
- 25% but less than 50%
ERIC HOWARD ROSENFELD
Managing Director
- CRD
- #6025729
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Adrian Hovey
--
- CRD
- #7194206
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,317,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,317,291 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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