Clarivor

Overview

Clarivor is a small, owner-operated registered investment adviser organized as a limited liability company and SEC-registered in 2020. The firm provides discretionary portfolio management for individuals, small businesses and for business or institutional clients, charging a mix of percentage-of-AUM and fixed fees. Clarivor primarily manages liquid, publicly traded funds rather than acting as a direct capital allocator or operating as a multi-state or pension consultant. The adviser does not position itself as an active ESG investor. Investment activity is concentrated and manager-driven: the firm relies on third-party mutual funds for core exposure and supplements portfolios with external hedge fund strategies where appropriate. The custody footprint — split between Charles Schwab & Co., Inc. and Interactive Brokers Llc — supports both retail mutual-fund-centric implementations and the capacity to trade exchange-listed products when tactical needs arise.

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