Clara Vista Management Company LLC

RIASEC RegisteredEst. 2026
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$21.2M
Accounts
8
Employees
3
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
335893
Registered since
August 6, 2026
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clara Vista Management Company LLC is an LLC organized as a manager of pooled investment vehicles, registered with the SEC in 2026. The firm is positioned as a manager and sponsor of private funds, with a primary classification as a venture capital fund manager serving institutional clients. It operates as an owner-managed vehicle (owner type: individual) and serves in sponsor/GP and managing-member roles for the funds it runs. Advisory activity is focused on portfolio management for pooled investment vehicles; the firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Robert Gold

    Robert Gold

    CEO and PresidentCRD 1833067

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
450 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth