CLARA PARTNERS MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
339412
Registered since
November 24, 2025

Firm profile

FINTRX

Overview

Clara Partners Management LLC is organized as a limited liability company and registered with the SEC in 2025. Ownership is held by an individual rather than a corporate owner, and the firm is classified as unclassified in the source data. It is identified as an "Other Investment Adviser" in its industry affiliations and does not report activities such as pension consulting or serving as a capital allocator. The firm is not flagged as an active ESG investor and is not marked as a multistate adviser. The available records show Clara Partners oriented toward private fund management rather than traditional advisory relationships with retail clients. Several operational flags (for example, not a related adviser and not a pension consultant) reinforce a narrow, fund-centered profile rather than a broad wealth-management or institutional consulting practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ROBERT DICKINSON

    CRD 5376087

  • JORDAN MOELIS

    Managing Partner, Portfolio ManagerCRD 5549005

  • NICHOLAS WELLMON

    Managing DirectorCRD 5796701

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9355 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth