Clearalpha Technologies LP

RIASEC RegisteredEst. 2023
Total AUM
$932M
Discretionary
$932M
100% of AUM
Avg account
$311M
Accounts
3
Employees
21
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
325995
Registered since
May 26, 2023
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clearalpha Technologies LP is a limited partnership that operates as a hedge fund and serves institutional clients. The firm is registered with the SEC (registered year 2023) and identifies its core activities as acting in CPO/CTA roles and providing portfolio management for pooled investment vehicles. It functions as sponsor/GP/managing member of pooled funds and uses a fee model that includes performance-based fees. The firm is not positioned as a capital allocator and does not report active ESG investing or multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Terretta

    Michael Terretta

    Co-Founder, Chief Operations OfficerCRD 7726412

Contacts

2 of 2
  • Brian Hurst

    Brian Hurst

    Portfolio ManagementCRD 4381610

  • S. Wiesel

    S. Wiesel

    Risk ManagementCRD 5019064

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$5M in ETFs

Passive

100%

$5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF (XLB)State StreetPassiveNatural Resources$1.3M25,11425.42%

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
1 Sound Shore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth