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Clarity Capital Partners
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Clarity Capital Partners Share
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Overview Share
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Newport Beach, California
$260.0 million AUM
2 offices

Clarity Capital Partners is based in Newport Beach, California and has $260.0 million in assets under management.

Location
5000 Birch Street, Suite 100
Newport Beach, CA 92660
$260.0 million
AUM
4
Employees
AUM Share
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$260,000,000
Assets under management
471 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 32 $45,000,000 17% $1,406,250
High net worth individuals 20 $100,000,000 38% $5,000,000
Pension and profit sharing plans 7 $15,000,000 6% $2,142,857
Other corporations or businesses 28 $100,000,000 38% $3,571,429
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$260,000,000
Assets under management
$65,000,000
AUM per employee
$65,000,000
AUM per investment analyst
About Share
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Compensation

Clarity Capital Partners makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
  • 12b-1 fees
Services offered

Clarity Capital Partners provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 129,898
SEC number 801-62893
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 22, 2020

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