CLERISY GLOBAL CAPITAL MANAGEMENT, LP
Adviser information for CLERISY GLOBAL CAPITAL MANAGEMENT, LP last updated from Form ADV on March 24th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
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 | No |
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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 | 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 |
Services
Advisory Services | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-120094 |
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SEC ERA File Number | 802-120094 |
SEC CIK Numbers | None |
SEC CRD Numbers | 310677 |
Legal Entity Identifier | None |
Principal Office
77 HARBOR DRIVE#68
KEY BISCAYNE
FL
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 917-981-8740, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
CLERISY GLOBAL FUND I, LP | Private Equity Fund | $79.3M | $0.0M | 88 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CLERISY GLOBAL CAPITAL, LLC | Domestic Entity | – | GENERAL PARTNER | 10/2019 | < 5% |
WILKIS WILSON, ALEXANDRA | Individual | – | MANAGER OF CLERISY GLOBAL CAPITAL, LLC, THE GENERAL PARTNER | 09/2019 | 25-50% |
MYERS, LISA | Individual | – | MANAGER OF CLERISY GLOBAL CAPITAL, LLC, THE GENERAL PARTNER | 09/2019 | 50-75% |
MYERS, LISA | Individual | CLERISY GLOBAL CAPITAL, LLC | MANAGER | 09/2019 | 50-75% |
WILKIS WILSON, ALEXANDRA | Individual | CLERISY GLOBAL CAPITAL, LLC | MANAGER | 09/2019 | 25-50% |
THE LISA MYERS REVOCABLE TRUST | Domestic Entity | – | LIMITED PARTNER OF CLERISY CAPITAL PARTNERS GP I, LP | 12/2021 | 50-75% |
MYERS, LISA | Individual | THE LISA MYERS REVOCABLE TRUST | TRUSTEE | 12/2021 |