CLEARVIEW INVESTMENT PARTNERS, LLC
Adviser information for CLEARVIEW INVESTMENT PARTNERS, LLC last updated from Form ADV on March 27th, 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 |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 377 | $94.1M |
| Non-Discretionary | 0 | $0 |
| Total | 377 | $94.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 86 | $19.4M |
| HNW Individuals | 52 | $74.7M |
| 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 | 4 | $17 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-70141 |
|---|---|
| SEC ERA File Number | 801-70141 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150046 |
| Legal Entity Identifier | None |
Principal Office
3151 AIRWAY AVENUESUITE H-1
COSTA MESA
CA
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 949-200-1560, Fax: 949-200-1546
Websites
Chief Compliance Officer
KENNETH G. HOBBS III
MEMBER/CHIEF COMPLIANCE OFFICER
3151 AIRWAY AVENUE
SUITE H-1
COSTA MESA
CA
United States
Tel:
949-200-1560
Fax:
949-200-1546
K**@**********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 |
|---|---|---|---|---|---|
| HOBBS, KENNETH, GORDON | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 05/2009 | 25-50% |
| LOMBARDO, RAY, MATTHEW | Individual | – | MEMBER | 05/2009 | 50-75% |
| SANDBLOM, RHONDI, EITREIM | Individual | – | MEMBER | 03/2021 | 10-25% |