CLEAR SKY FINANCIAL, LP
Adviser information for CLEAR SKY FINANCIAL, LP last updated from Form ADV on March 26th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 292 | $106.9M |
| Non-Discretionary | 0 | $0 |
| Total | 292 | $106.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 89 | $18.2M |
| HNW Individuals | 35 | $88.7M |
| 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 | 0 | $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 |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120728 |
|---|---|
| SEC ERA File Number | 801-120728 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298551 |
| Legal Entity Identifier | None |
Principal Office
130 N. PRESTON ROADSUITE 309
PROSPER
TX
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 214-440-3615, Fax: None
Websites
Chief Compliance Officer
ANDREW L. HICKEY
MANAGING MEMBER
130 N, PRESTON ROAD
SUITE 309
PROSPER
TX
United States
Tel:
214-440-3615
A*****@**********M
(Full email address available in API data)
Regulatory Contact
JOHN W. PAULSON
MANAGING MEMBER
130 N. PRESTON ROAD
SUITE 309
PROSPER
TX
United States
Tel:
214-440-3615
J***@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HICKEY, ANDREW, LOUIS | Individual | – | LIMITED PARTNER/CHIEF COMPLIANCE OFFICER | 08/2018 | 25-50% |
| PAULSON, JOHN, WESLEY | Individual | – | LIMITED PARTNER | 08/2018 | 25-50% |
| SMITH, RANDY, LOUIS | Individual | – | LIMITED PARTNER | 08/2018 | 25-50% |
| CLEAR SKY FINANCIAL, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2018 | < 5% |
| HICKEY, ANDREW, LOUIS | Individual | CLEAR SKY FINANCIAL, LLC | MANAGING MEMBER | 08/2018 | 25-50% |
| PAULSON, JOHN, WESLEY | Individual | CLEAR SKY FINANCIAL, LLC | MANAGING MEMBER | 08/2018 | 25-50% |
| SMITH, RANDY, LOUIS | Individual | CLEAR SKY FINANCIAL, LLC | MANAGING MEMBER | 08/2018 | 25-50% |