Clear Capital Management LP
Firm details
- Headquarters
- Doylestown, Pennsylvania
- CRD number
- 172209
- Website
- clearcapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI51.62%
- Individuals48.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clear Capital Management LP is an independent registered investment adviser organized as a limited partnership. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements are mixed — a percentage-of-AUM component is used alongside hourly and fixed-fee engagements and other fee types. Filings indicate the adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 4
Thomas Aichele
Chief Strategy OfficerCRD 7331099

Calvin Rose
Chief Investment OfficerCRD 6365301
Eric Rosenfeld
Chief Technology OfficerCRD 6025729
Contacts
1 of 1
Adrian Hovey
Financial PlannerCRD 7194206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Doylestown, PA
Bucks
Location
Doylestown, PA
Headquartered in Doylestown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 196 W Ashland St
- Time zone
- ET (UTC-5)
- Office locations
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