CLEARVIEW CAPITAL, L.P.
Adviser information for CLEARVIEW CAPITAL, L.P. last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 27 |
|---|---|
| Investment Advisory/Research | 22 |
| 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 | 11 | $2.1B |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $2.1B |
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 | 11 | $2.1B |
| 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 feesFEES RELATED TO ACQUISITION & MONITORING OF PORTFOLIO COMPANIES |
Identifiers
| SEC RIA File Number | 801-74179 |
|---|---|
| SEC ERA File Number | 801-74179 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161146 |
| Legal Entity Identifier | None |
Principal Office
1010 WASHINGTON BOULEVARD11TH FLOOR
STAMFORD
CT
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 203-698-2777, Fax: 203-698-9194
Chief Compliance Officer
GIOVANNI CERRA
CHIEF FINANCIAL OFFICER
1010 WASHINGTON BOULEVARD
11TH FLOOR
STAMFORD
CT
United States
Tel:
(203) 698-2777
J*****@***************M
(Full email address available in API data)
Regulatory Contact
JAMES G. ANDERSEN
MANAGING PARTNER
1010 WASHINGTON BOULEVARD
11TH FLOOR
STAMFORD
CT
United States
Tel:
(203) 698-2777
Fax:
(203) 698-9194
J********@***************M
(Full email address available in API data)
Industry Affiliates
| CLEARVIEW CAPITAL FUND IV GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| CLEARVIEW CAPITAL FUND V GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| CLEARVIEW CAPITAL GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLEARVIEW CAPITAL GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLEARVIEW CAPITAL MEZZANINE FUND I GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| CLEARVIEW CAPITAL MEZZANINE FUND II GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLEARVIEW CAPITAL FUND II (PARALLEL), LP | Private Equity Fund | $8.5M | $1.0M | 2 |
| CLEARVIEW CAPITAL FUND II, LP | Private Equity Fund | $98.5M | $1.0M | 58 |
| CLEARVIEW CAPITAL FUND III, LP | Private Equity Fund | $306.3M | $1.0M | 59 |
| CLEARVIEW CAPITAL FUND IV-A, L.P. | Private Equity Fund | $149.4M | $1.0M | 16 |
| CLEARVIEW CAPITAL FUND IV, L.P. | Private Equity Fund | $471.1M | $1.0M | 69 |
| CLEARVIEW CAPITAL FUND V-A, L.P. | Private Equity Fund | $255.0M | $1.0M | 22 |
| CLEARVIEW CAPITAL FUND V, L.P. | Private Equity Fund | $594.8M | $1.0M | 85 |
| CLEARVIEW CAPITAL MEZZANINE FUND I-A, L.P. | Private Equity Fund | $22.8M | $0.1M | 6 |
| CLEARVIEW CAPITAL MEZZANINE FUND I, L.P. | Private Equity Fund | $96.9M | $0.1M | 41 |
| CLEARVIEW CAPITAL MEZZANINE FUND II-A, L.P. | Private Equity Fund | $10.0M | $0.1M | 3 |
| CLEARVIEW CAPITAL MEZZANINE FUND II, L.P. | Private Equity Fund | $94.5M | $0.1M | 60 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NEIDER, CALVIN | Individual | – | LIMITED PARTNER | 06/2018 | 25-50% |
| CERRA, GIOVANNI | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |
| ANDERSEN, JAMES, GEORGE | Individual | – | LIMITED PARTNER | 06/2018 | 25-50% |
| CLEARVIEW CAPITAL UGP, LLC | Domestic Entity | – | GENERAL PARTNER | 06/2018 | < 5% |
| NEIDER, CALVIN | Individual | CLEARVIEW CAPITAL UGP, LLC | MANAGING MEMBER | 06/2018 | 25-50% |
| ANDERSEN, JAMES, GEORGE | Individual | CLEARVIEW CAPITAL UGP, LLC | MANAGING MEMBER | 06/2018 | 25-50% |
| CASE, WILLIAM, FREDRICK | Individual | – | LIMITED PARTNER | 01/2021 | 5-10% |
| Blevins, Matthew, William | Individual | – | LIMITED PARTNER | 01/2021 | 5-10% |
| CASE, WILLIAM, FREDRICK | Individual | CLEARVIEW CAPITAL UGP, LLC | MANAGING MEMBER | 01/2021 | |
| Blevins, Matthew, William | Individual | CLEARVIEW CAPITAL UGP, LLC | MANAGING MEMBER | 01/2021 |