A complete list of active advisors currently associated with Clear Capital Management LP

Warmer can help you find a great advisor at Clear Capital Management LP or one who fits your needs even better.

Clear Capital Management LP provides discretionary portfolio management, financial planning, and subadvisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages roughly $61 million for about 112 clients and delivers advice through a small team of investment advisor representatives. Its investment models pair an equity sleeve with U.S. government securities and a cash reserve, and are governed by proprietary quantitative tools — including a “Natural Selection” algorithm that screens and ranks U.S. stocks into Stable Growth and High Growth pools — and daily market‑health measurements. Clear Capital combines passive risk control (safe‑haven allocations) with active risk mitigation and may employ leveraged and inverse leveraged ETFs and covered‑call strategies as tactical tools, while generally pursuing low overall strategic trading and multi‑year equity holdings. Noteworthy aspects include a practice of updating models multiple times per trading day and two documented cycles of process and technology improvement since the firm’s 2014 start, along with offering subadvisory services to unaffiliated advisers. The firm also disclosed a recent Consent Agreement and Order with the Pennsylvania Department of Banking and Securities related to a fiscal reporting issue, resolved through an administrative assessment.

To learn more about the advisors currently working at Clear Capital Management LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.