CLEAR COVE LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
143696

Firm profile

FINTRX

Overview

Clear Cove LLC is a small, privately held limited liability company operating as an investment adviser and sponsor/GP of pooled investment vehicles. The firm is owned by an individual and is not designated as a capital allocator; it does not report active ESG investing and is not registered as a multi-state adviser in the available data. Public-facing details about client segmentation, fee schedules, or broader advisory services are not provided. As sponsor, general partner, or managing member of pooled funds, Clear Cove appears to run at least one private investment vehicle directly rather than primarily serving a retail advisory client base. The firm’s footprint and regulatory registration year are not specified in the record supplied.

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

1 of 1
  • BARRY STEINHART

    ManagerCRD 2167595

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3949 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth