CLEARSTONE VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
160259
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Clearstone Venture Partners operates as a limited liability company that is registered with the SEC (registration year 2012) and functions primarily as an adviser to private funds rather than as a multi-state advisory firm or pension consultant. The firm’s public profile shows no active ESG designation and it is not classified as a capital allocator or a related adviser. Its published activity centers on venture capital fund management: Clearstone runs multiple private funds and structures its business around pooled investment vehicles rather than delivering retail advisory services or managing separated accounts.

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
  • DANA MORALY

    Chief Financial OfficerCRD 6047445

Contacts

3 of 4
  • WILLIAM ELKUS

    Founder and Managing DirectorCRD 2482612

  • WILLIAM QUIGLEY

    Managing DirectorCRD 6047442

  • JAMES ARMSTRONG

    Founding PartnerCRD 6047441

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
725 Arizona Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth