CLEARLEAF
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 288707
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Clearleaf is organized as a limited liability company operating as a hedge fund adviser focused on pooled investment vehicles for institutional clients. The firm runs actively managed strategies and charges a mix of percentage-of-assets and performance-based fees, aligning manager compensation with absolute and relative returns. Clearleaf does not position itself as an ESG investor and is not identified as a multi-state adviser. Its advisory activity centers on portfolio management for pooled vehicles, which suggests a centralized investment decision process and typical hedge-fund liquidity and governance characteristics. Investment emphasis is split between liquid hedge strategies and a material allocation to illiquid third-party managers. The firm’s client base is institutional and the fee arrangement indicates an expectation of generating differentiated returns rather than simply tracking benchmark exposures.
Assets & Accounts
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
Owners & executives
2 of 2KRIS ROBBINS
Chairman & CEOCRD 3088247
LOUIS KELMANSON
President, CFO & CCOCRD 6816569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 2307 Watterson Trl
- Time zone
- CT (UTC-6)
- Office locations
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