CLEAR HARBOR ASSET MANAGEMENT, LLC

263 Tresser Blvd.
Suite 1502
Stamford, Connecticut 06901
Tel: 212-867-7310

About CLEAR HARBOR ASSET MANAGEMENT, LLC

CLEAR HARBOR ASSET MANAGEMENT, LLC, formally registered with the SEC as CLEAR HARBOR ASSET MANAGEMENT, LLC. The firm was established in 11/20/2009. They have over 3 offices throughout the country.

CLEAR HARBOR ASSET MANAGEMENT, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $1,463,680,113 assets under management, offering retirement planning & investment advisory services to 1755 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152242
SEC#	801-70821
Assets Managed by Firm	$1,463,680,113
No. of Clients	1755
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1755	$1,463,680,113
Individuals (other than high net worth individuals)	289	$165,225,494
High net worth individuals	239	$1,150,072,114
Pension and profit sharing plans	6	$23,687,958
Charitable organizations	7	$30,112,217
Corporations or other businesses	11	$71,367,228

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HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

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