Clearlist Capital LLC

RIASEC RegisteredEst. 2025
Total AUM
$960M
Discretionary
$960M
100% of AUM
Avg account
$240M
Accounts
4
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
329206
Registered since
June 30, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clearlist Capital LLC is organized as an LLC and is classified as a private equity fund sponsor that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (2025) and serves an institutional client base. Its fee arrangement combines a percentage-of-AUM component with performance-based fees, a common structure for managers running private funds. FINTRX flags the firm as neither a capital allocator nor a multi-state adviser. Clearlist does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. The firm's public record also notes an industry affiliation with a broker-dealer.

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

1 of 1
  • Patrick Murphy

    Patrick Murphy

    CEOCRD 2439168

Contacts

2 of 2
  • Kassidy Chaikin

    Kassidy Chaikin

    Vice PresidentCRD 7596402

  • Charles Gillette

    Charles Gillette

    Managing DirectorCRD 3174027

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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
625 6th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth