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CLEARLIGHT PARTNERS MANAGEMENT, LLC

100 Bayview Circle
Suite 5000
Newport Beach, California 92660
Tel: 949-725-6610

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About CLEARLIGHT PARTNERS MANAGEMENT, LLC

CLEARLIGHT PARTNERS MANAGEMENT, LLC, formally registered with the SEC as CLEARLIGHT PARTNERS MANAGEMENT, LLC. The firm was established in 03/14/2012. They have over 1 offices throughout the country.

CLEARLIGHT PARTNERS MANAGEMENT, LLC is a Newport Beach, California based Financial Planning firm with nearly $433,921,935 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157610
SEC#801-73529
Assets Managed by Firm$433,921,935
No. of Clients2
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (DUE DILIGENCE FEES & PERCENTAGE OF COMMITTED CAPITAL)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total2$433,921,935

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