CLARE MARKET INVESTMENTS, LLC
Adviser information for CLARE MARKET INVESTMENTS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
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Discretionary | 705 | $432.6M |
Non-Discretionary | 0 | $0 |
Total | 705 | $432.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 112 | $27.4M |
HNW Individuals | 98 | $388.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $6.8M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 10 | $10.1M |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-114649 |
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SEC ERA File Number | 801-114649 |
SEC CIK Numbers | None |
SEC CRD Numbers | 217515 |
Legal Entity Identifier | None |
Principal Office
4311 W. LOVERS LANESUITE 101
DALLAS
TX
United States
Monday - Friday, BY APPOINTMENT
Tel: 866.659.1019, Fax: None
Chief Compliance Officer
KEITH A. RHODUS
FOUNDER
4311 W. LOVERS LANE
SUITE 101
DALLAS
TX
United States
Tel:
866.659.1019
K****@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
RHODUS, KEITH, ANDERSON | Individual | – | FOUNDER AND CHIEF COMPLIANCE OFFICER | 04/2015 | > 75% |