CLEAR STREET LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
263
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 organized as a limited liability company and has been SEC-registered since 2018. Public records classify the firm as unclassified and note ownership by a domestic entity and an individual. The firm is not flagged as a capital allocator, is not identified as an active ESG investor, and is not reported as a multi-state or newly formed adviser. Several advisory and business activity fields are not populated in the available dataset, so the firm's client-facing service mix is not described there.

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 11
  • KENNETH SICKLICK

    Chief Legal OfficerCRD 7418830

  • SEAN HENDELMAN

    Chief Executive OfficerCRD 2919119

  • STEPHEN BONNET

    Chief of StaffCRD 5466807

Unlock 8 more executives

Contacts

3 of 252
  • David Allen

    Investment BankingCRD 7110583

  • Wojciech Baj

    VP of Software EngineeringCRD 5020460

  • WILLIAM MCINTOSH

    Managing Director, Investment BankingCRD 6558260

Unlock 249 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth