CLEARLIGHT PARTNERS MANAGEMENT, LLC
Adviser information for CLEARLIGHT PARTNERS MANAGEMENT, LLC last updated from Form ADV on February 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $309.5M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $309.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $309.5M |
| 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 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesDUE DILIGENCE FEES & PERCENTAGE OF COMMITTED CAPITAL |
Identifiers
| SEC RIA File Number | 801-73529 |
|---|---|
| SEC ERA File Number | 801-73529 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157610 |
| Legal Entity Identifier | None |
Principal Office
100 BAYVIEW CIRCLESUITE 5000
NEWPORT BEACH
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 949-725-6610, Fax: 949-725-6663
Chief Compliance Officer
HUY Q. DANGVU
CHIEF FINANCIAL OFFICER
100 BAYVIEW CIRCLE
SUITE 5000
NEWPORT BEACH
CA
United States
Tel:
949-725-6619
Fax:
949-725-6663
H**@*********************M
(Full email address available in API data)
Regulatory Contact
CINDY ROWLAND
CONTROLLER
100 BAYVIEW CIRCLE
SUITE 5000
NEWPORT BEACH
CA
United States
Tel:
949-725-6643
C**@*********************M
(Full email address available in API data)
Industry Affiliates
| CLEARLIGHT PARTNERS MANAGEMENT II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLEARLIGHT PARTNERS MANAGEMENT III, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLEARLIGHT PARTNERS II, LLC | Private Equity Fund | $2.6M | $0.0M | 2 |
| CLEARLIGHT PARTNERS III, LLC | Private Equity Fund | $307.0M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KAYE, MICHAEL, STUART | Individual | – | MANAGING MEMBER | 04/2000 | 25-50% |
| BRENNAN, ANDREW, JOHN | Individual | – | MEMBER | 11/2015 | 10-25% |
| DANGVU, HUY, QUANG | Individual | – | CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER | 07/2016 | 5-10% |