CLEARSPRING CAPITAL PARTNERS
CLEARSPRING MANAGEMENT INC. Legal Name
Adviser information for CLEARSPRING CAPITAL PARTNERS last updated from Form ADV on March 4th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| 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 |
|---|
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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-75262 |
|---|---|
| SEC ERA File Number | 802-75262 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162644 |
| Legal Entity Identifier | None |
Principal Office
30 WELLINGTON STREET WESTSUITE 500
TORONTO
Canada
Monday - Friday, 8 AM TO 4 PM
Tel: 416-868-4911, Fax: None
Websites
Chief Compliance Officer
JIM PROBERT
CHIEF FINANCIAL OFFICER
30 WELLINGTON STREET WEST
SUITE 500
TORONTO
Canada
Tel:
416-868-4911
J*******@*******A
(Full email address available in API data)
Industry Affiliates
| CLEARSPRING CAPITAL PARTNERS (GP) II LP | Sponsor, GP, manager of pooled investment vehicles |
| CLEARSPRING CAPITAL PARTNERS (GP) III LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CLEARSPRING CAPITAL PARTNERS (US) II LP | Private Equity Fund | $0.0M | $15.0M | 16 |
| CLEARSPRING CAPITAL PARTNERS (US) III LP | Private Equity Fund | $37.6M | $15.0M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PATHFINDER CAPITAL LTD. | Foreign Entity | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) II LP | 06/2008 | 5-10% |
| CLEARSPRING CAPITAL PARTNERS (GP) II INC. | Foreign Entity | – | GENERAL PARTNER, CLEARSPRING CAPITAL PARTNERS (GP) II LP | 06/2007 | < 5% |
| BLAKE SUMLER FAMILY TRUST | Foreign Entity | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) II LP | 06/2008 | 5-10% |
| WALKER, JAMES B | Foreign Entity | – | SHAREHOLDER - CLEARSPRING MANAGEMENT INC. | 09/2002 | 25-50% |
| STEVENSON, LAWRENCE, NAPIER | Individual | – | DIRECTOR AND MANAGING DIRECTOR - CLEARPSRING MANAGEMENT INC. | 08/2007 | < 5% |
| STEVENSON, LAWRENCE, NAPIER | Individual | CLEARSPRING CAPITAL PARTNERS (GP) II INC. & 2444788 ONTARIO INC. | SHAREHOLDER AND DIRECTOR AND MANAGING DIRECTOR, CLEARSPRING CAPITAL PARTNERS (GP) II INC. & 2444788 ONTARIO INC. | 06/2007 | 25-50% |
| WALKER, JAMES, BARRETT | Individual | CLEARSPRING CAPITAL PARTNERS (GP) II INC. | SHAREHOLDER - CLEARSPRING CAPITAL PARTNERS (GP) II INC. | 06/2007 | 25-50% |
| SHLESINGER, JOSEPH, CHARLES | Individual | CLEARSPRING CAPITAL PARTNERS (GP) II INC. | SHAREHOLDER - CLEARSPRING CAPITAL PARTNERS (GP) II INC. & 2444788 ONTARIO INC. | 06/2007 | 25-50% |
| SUMLER, BLAKE, VANNORMAN ROBERT | Individual | BLAKE SUMLER FAMILY TRUST | TRUSTEE OF THE BLAKE SUMLER FAMILY TRUST | 04/2008 | |
| SUMLER, BRIAN | Individual | BLAKE SUMLER FAMILY TRUST | TRUSTEE OF THE BLAKE SUMLER FAMILY TRUST | 04/2008 | |
| SHUH, MICHAEL | Individual | BLAKE SUMLER FAMILY TRUST | TRUSTEE OF THE BLAKE SUMLER FAMILY TRUST | 04/2008 | |
| STEVENSON, LAWRENCE, NAPIER | Individual | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) II LP | 06/2008 | 5-10% |
| WALKER, JAMES B | Foreign Entity | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) II LP | 06/2007 | 25-50% |
| STEVENSON, LAWRENCE, NAPIER | Individual | PATHFINDER CAPITAL LTD. | SHAREHOLDER - PATHFINDER CAPITAL LTD. | 05/2003 | > 75% |
| 2444788 ONTARIO INC. | Foreign Entity | – | SHAREHOLDER - CLEARSPRING MANAGEMENT INC. | 12/2014 | 50-75% |
| CLEARSPRING CAPITAL PARTNERS (GP) III INC. | Foreign Entity | – | GENERAL PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) III INC. | 12/2014 | < 5% |
| SHLESINGER, JOSEPH, CHARLES | Individual | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) III LP | 12/2014 | 50-75% |
| STEVENSON, LAWRENCE, NAPIER | Individual | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) III LP | 12/2014 | 25-50% |
| PATHFINDER CAPITAL LTD. | Foreign Entity | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) III LP | 12/2015 | 5-10% |
| WALBOHM, SAMARA | Individual | – | SHAREHOLDER - CLEARSPRING MANAGEMENT INC. | 07/2015 | 5-10% |
| WALBOHM, SAMARA | Individual | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) II LP | 07/2015 | 25-50% |
| WALBOHM, SAMARA | Individual | 2444788 ONTARIO INC. | SHAREHOLDER - 2444788 ONTARIO INC. | 07/2015 | 25-50% |
| STEVENSON, PAMELA | Individual | – | SHAREHOLDER - CLEARSPRING MANAGEMENT INC. | 12/2019 | 5-10% |
| STEVENSON, PAMELA | Individual | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) II LP | 12/2019 | 5-10% |
| STEVENSON, PAMELA | Individual | – | LIMITED PARTNER OF CLEARSPRING CAPITAL PARTNERS (GP) III LP | 12/2019 | 5-10% |
| STEVENSON, PAMELA | Individual | 2444788 ONTARIO INC. | SHAREHOLDER - 2444788 ONTARIO INC. | 12/2019 | 25-50% |