CLEARLEAF

RIASEC Registered
Total AUM
$45.4M
Discretionary
$45.4M
100% of AUM
Avg account
$45.4M
Accounts
1
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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

2 of 2
  • KRIS ROBBINS

    Chairman & CEOCRD 3088247

  • LOUIS KELMANSON

    President, CFO & CCOCRD 6816569

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth