Clarity Investment Management Inc.

RIASEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$13.9M
Accounts
140
Employees
20
Advisory reps
2

Firm details

Headquarters
Vancouver,
CRD number
335888
Registered since
July 23, 2026
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clarity Investment Management Inc. is organized as a corporation and operates as an adviser to pooled investment vehicles, with a focus on private equity fund management for institutional clients. The firm is registered with the SEC (registration year listed as 2026) and describes its ownership structure as involving both a domestic entity and an individual. Its stated advisory activity is portfolio management for pooled investment vehicles, and its industry roles include acting as general partner, sponsor, managing member of pooled vehicles and maintaining broker-dealer relationships. Clarity positions itself as a private equity fund manager rather than a broad capital allocator; it reports no active ESG investing program and is not a multi-state adviser. Fee arrangements are reported as “other,” suggesting bespoke or non-standard fee structures for its institutional clientele.

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

Owners & executives

1 of 1
  • Susan Woodard

    Chief Compliance OfficerCRD 4225106

Contacts

1 of 1
  • Deborah Lee

    CRD 6067569

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vancouver, null

Location

Vancouver, null

Headquartered in Vancouver, null.

Address
980 Howe St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth