Clear Street LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
272
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
288933
Registered since
April 18, 2018

Firm profile

FINTRX

Overview

Clear Street LLC is an SEC-registered investment adviser formed in 2018 and organized as a limited liability company. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. The snapshot record indicates Clear Street does not operate as a capital allocator, is not flagged as an active ESG investor, and is not recorded as a multi-state adviser in the platform’s metadata. The firm’s public filings emphasize long-only equity positions reported through 13F disclosures rather than client-facing AUM or retail advisory reporting; the firm’s specific advisory activities, fee structure, and client base are not detailed in the source data.

Assets & Accounts

Public Holdings

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

3 of 10
  • Kenneth Sicklick

    Chief Legal OfficerCRD 7418830

  • Stephen Bonnet

    Stephen Bonnet

    Chief of StaffCRD 5466807

  • Christy Moccia

    Christy Moccia

    Chief Compliance OfficerCRD 4855629

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Contacts

3 of 262
  • David Allen

    Investment BankingCRD 7110583

  • Wojciech Baj

    Wojciech Baj

    VP of Software EngineeringCRD 5020460

  • William Mcintosh

    Managing Director, Investment BankingCRD 6558260

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$502M in ETFs

Passive

91%

$456M

Active

5%

$46.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$223M3,649,91344.47%

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
150 Greenwich St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth