CLARIVEST ASSET MANAGEMENT LLC

3611 Valley Centre Drive
Suite 100
San Diego, California 92130
Tel: 858-480-2440

About CLARIVEST ASSET MANAGEMENT LLC

CLARIVEST ASSET MANAGEMENT LLC, formally registered with the SEC as CLARIVEST ASSET MANAGEMENT LLC. The firm was established in 03/09/2006. They have over 1 offices throughout the country.

CLARIVEST ASSET MANAGEMENT LLC is a San Diego, California based Financial Planning firm with nearly $2,548,043,383 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139785
SEC#	801-66386
Assets Managed by Firm	$2,548,043,383
No. of Clients	27
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (MODEL PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	27	$2,548,043,383
Pension and profit sharing plans	4	$350,106,277

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