CLARIVOR
CLARIVOR LLC Legal Name
Adviser information for CLARIVOR last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
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 |
---|---|---|
Discretionary | 9 | $7.7M |
Non-Discretionary | 0 | $0 |
Total | 9 | $7.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 5 | $7.7M |
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 | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | <5 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsINVESTMENT ADVICE DELIVERED THROUGH PROPRIETARY SOFTWARE |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-119293 |
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SEC ERA File Number | 801-119293 |
SEC CIK Numbers | None |
SEC CRD Numbers | 309994 |
Legal Entity Identifier | None |
Principal Office
1345 AVENUE OF THE AMERICAS2ND FLOOR #2-062
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 212-810-1187, Fax: None
Chief Compliance Officer
JONATHAN SPIEGEL
MANAGING MEMBER
1345 AVENUE OF THE AMERICAS
2ND FLOOR #2-062
NEW YORK
NY
United States
Tel:
212-810-1187
J**********@***********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 |
---|---|---|---|---|---|
SPIEGEL, JONATHAN, H | Individual | – | MANAGING MEMBER AND CCO | 10/2018 | > 75% |