RIA Intel›Advisers›California›CLARITY CAPITAL PARTNERS LLC

CLARITY CAPITAL PARTNERS LLC

Advisory

N·NEWPORT BEACH, CA

Data as of May 22, 2024 · Source: SEC Form ADV

Total AUM

$438M

1-Year AUM Growth

+23.3%

3-Year CAGR

+0.1%

Employees

6

Assets Under Management

Total AUM$438M

Discretionary AUM$389M

Non-Discretionary AUM$48M

Discretionary %89%

Total Clients421

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record78

First FilingMar 5, 2004

Latest FilingMay 22, 2024

🔒 Full AUM trend chart and 78 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLARITY CAPITAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.