Clearline Capital LP

RIASEC RegisteredEst. 2014

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$479M

Accounts

3

Employees

11

Advisory reps

2

Firm details

Headquarters: New York, New York
CRD number: 166699
Registered since: July 14, 2014
Website: www.clearlinecap.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clearline Capital LP is a limited partnership that operates as a hedge fund and registered investment adviser since 2014. It targets institutional clients and provides portfolio management for pooled investment vehicles while also acting as a commodity pool operator/commodity trading adviser (CPO/CTA). Compensation is a mix of asset-based fees and performance-based fees. The firm is not positioned as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Mohit Bhasin
CFO/CCO/COOCRD 6139865

Contacts

1 of 1

Marc Majzner
FounderCRD 6162439

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$4.2M in ETFs

Passive

100%

$4.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
US GLOBAL JETS ETF (JETS)		Passive	Industrials	$4.2M	127,178	100.00%

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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: New York
Address: 750 Lexington Ave
Time zone: ET (UTC-5)
Office locations

Similar firms

Terra REIT Advisors, LLC

New York, NY

AUM $1.4BTEAM 30REPS 5

Nassau Alternative Investments LLC

New York, NY

AUM $1.4BTEAM 6REPS 5

Roc360 Advisors LLC

New York, NY

AUM $1.4BTEAM 41REPS 7

Ally Bridge Group (Pe) LLC

New York, NY

AUM $1.4BTEAM 15REPS 3

Bornite Capital Management LP

New York, NY

AUM $1.4BTEAM 7REPS 2

Tripost Capital Partners LLC

New York, NY

AUM $1.4BTEAM 24REPS 3

More RIAs in New York →All New York RIAs →