Overview
Assets Under Management: $371 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 79
Average Client Assets: $4 million
Frequently Asked Questions
CLARITY CAPITAL PARTNERS LLC 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 LLC is subject to fiduciary duty under federal law.
CLARITY CAPITAL PARTNERS LLC is headquartered in NEWPORT BEACH, CA.
CLARITY CAPITAL PARTNERS LLC serves 79 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, CLARITY CAPITAL PARTNERS LLC 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 LLC manages $371 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, CLARITY CAPITAL PARTNERS LLC 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 High-Net-Worth Client Assets: $4 million
Total Client Accounts: 974
Discretionary Accounts: 974
Regulatory Filings
CRD Number: 129898
Last Filing Date: 2025-02-05 00:00:00
Website: https://claritycapitalllc.com