Overview
Assets Under Management: $438 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 79
Average Client Assets: $3.6 million
Frequently Asked Questions
CLARITY CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129898), CLARITY CAPITAL PARTNERS is subject to fiduciary duty under federal law.
CLARITY CAPITAL PARTNERS is headquartered in NEWPORT BEACH, CA.
CLARITY CAPITAL PARTNERS serves 79 high-net-worth clients according to their SEC filing dated July 17, 2025. View client details ↓
According to their SEC Form ADV, CLARITY CAPITAL PARTNERS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CLARITY CAPITAL PARTNERS manages $438 million in client assets according to their SEC filing dated July 17, 2025.
According to their SEC Form ADV, CLARITY CAPITAL PARTNERS serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.49%
Average Client Assets: $3.6 million
Total Client Accounts: 1,113
Discretionary Accounts: 1,066
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 129898
Filing ID: 2002733
Last Filing Date: 2025-07-17 15:26:00