Clearlight Partners Management, LLC (Newport Beach)

Clearlight Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clearlight Partners Management: assets under management

The assets under management (AUM) of Clearlight Partners Management, LLC is $179.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $179.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.71 million each.

Clearlight Partners Management has custody of $49.39 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clearlight Partners Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Clearlight Partners Management serves?

The only and largest group of clients of Clearlight Partners Management is pooled investment vehicles with 3 clients and $179.13 million of assets under management. Among the 7 most similar advisory firms, Clearlight Partners Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $179.13 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Clearlight Partners Management also advises several private funds. Namely, three private equity funds.

Careers at Clearlight Partners Management, LLC

The company employs 17 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Newport Beach

The principal office where Clearlight Partners Management, LLC performs its advisory services is located at 100 Bayview Circle, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-725-6610 or by fax 949-725-6663. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at clearlightpartners.com.

Registered investment advisers similar to Clearlight Partners Management, LLC

• Pineapple Capital Management
• 3 Twelve Capital
• High Pointe Fund Management
• Ctn Strategic Investments
• Abridge Partners
• Thayer | Hidden Creek
• The Appleton Group
• Block Capital Management
• Clarus Wealth Advisors
• Guaranty Bank And Trust Company
• Wealthpoint Investments
• Rubicon Advisors, Gp
• Cummer Moyers Capital Advisors
• B, B, H, & B
• Catalyst Financial Planning & Investment Management Corporation