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 operating as a limited partnership that focuses on serving individual and family clients, as well as small business relationships. The firm runs wholly discretionary portfolios and favors equity-centric allocations, using exchange-traded equities and ETFs as the primary building blocks for client exposures. Investment work is delivered under a mix of fee arrangements — percentage of AUM, hourly and fixed-fee engagements — and is paired with financial planning and portfolio management services. The firm does not position itself as a capital allocator to external alternative fund managers and is not flagged as an active ESG investor. Its manager approach appears pragmatic and core-oriented: establish equity exposure through exchange-traded instruments and complement those holdings with mutual fund strategies and separately managed account implementations where appropriate.
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 4THOMAS AICHELE
Chief Strategy OfficerCRD 7331099
CALVIN ROSE
Chief Investment OfficerCRD 6365301
ERIC ROSENFELD
Chief Technology OfficerCRD 6025729
Contacts
1 of 1Adrian 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
Similar firms
DUKE AND DUKE WEALTH MANAGEMENT LLC
RIADOYLESTOWN, PA
OPULUS
RIADOYLESTOWN, PA
VAMA OAK WEALTH, LLC
RIADOYLESTOWN, PA
TRIDENT ADVISORS INC
RIADOYLESTOWN, PA
MG FINANCIAL MANAGEMENT, LLC
RIADOYLESTOWN, PA
AVENTINE FINANCIAL GROUP
RIADOYLESTOWN, PA