CLARA PARTNERS MANAGEMENT LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 339412
- Registered since
- November 24, 2025
Firm profile
FINTRXOverview
Clara Partners Management LLC is organized as a limited liability company and registered with the SEC in 2025. Ownership is held by an individual rather than a corporate owner, and the firm is classified as unclassified in the source data. It is identified as an "Other Investment Adviser" in its industry affiliations and does not report activities such as pension consulting or serving as a capital allocator. The firm is not flagged as an active ESG investor and is not marked as a multistate adviser. The available records show Clara Partners oriented toward private fund management rather than traditional advisory relationships with retail clients. Several operational flags (for example, not a related adviser and not a pension consultant) reinforce a narrow, fund-centered profile rather than a broad wealth-management or institutional consulting practice.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ROBERT DICKINSON
CRD 5376087
JORDAN MOELIS
Managing Partner, Portfolio ManagerCRD 5549005
NICHOLAS WELLMON
Managing DirectorCRD 5796701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 9355 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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