Clear Capital Management LP

RIASEC Registered
Total AUM
$61.3M
Discretionary
$61.3M
100% of AUM
Avg account
$245K
Accounts
250
Employees
5
Advisory reps
5

Firm details

Headquarters
Doylestown, Pennsylvania
CRD number
172209
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 4%, US Government Bonds 1%, Investment Grade Corp Bonds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • Thomas Aichele

    Thomas Aichele

    Chief Strategy OfficerCRD 7331099

  • Calvin Rose

    Calvin Rose

    Chief Investment OfficerCRD 6365301

  • Eric Rosenfeld

    Chief Technology OfficerCRD 6025729

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Contacts

1 of 1
  • Adrian Hovey

    Adrian Hovey

    Financial PlannerCRD 7194206

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth