Clear Street LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
273
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 with ownership tied to a domestic entity and individual interests. Public records list the firm as unclassified by strategy; the firm does not present itself as a capital allocator and is not identified as an active ESG investor. Little explicit information is provided about client segments or advisory activities in available 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
  • Steven Bisgay

    Steven Bisgay

    Chief Financial OfficerCRD 4424156

  • Douglas Livingston

    Douglas Livingston

    CFO & CCOCRD 4020811

  • Jason Emerson

    Jason Emerson

    Chief Operating OfficerCRD 4341325

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Contacts

3 of 263
  • Kwun Sum Lau

    Kwun Sum Lau

    Managing DirectorCRD 6265921

  • Collin Zoll

    Product ManagerCRD 6752926

  • Amanda Bond

    Amanda Bond

    Client PartnerCRD 6783062

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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