CLEARALPHA TECHNOLOGIES LP

RIASEC RegisteredEst. 2023
Total AUM
$932M
Discretionary
$932M
100% of AUM
Avg account
$311M
Accounts
3
Employees
21
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
325995
Registered since
May 26, 2023
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clearalpha Technologies LP is a limited partnership that operates as a hedge fund and is registered with the SEC (registration recorded in 2023). The firm functions in a CPO/CTA capacity and manages pooled investment vehicles, acting as sponsor, general partner and managing member for those vehicles. Its client base is institutional, and its compensation includes performance-based fees alongside other fee arrangements. The firm is not identified as an active ESG investor and does not report broad multi-state adviser status. Clearalpha’s business model centers on portfolio management for pooled vehicles rather than acting as a traditional capital allocator to outside managers. The regulatory and operational labels (CPO/CTA, sponsor/GP) imply usage of structured fund wrappers and potentially derivatives or futures in some strategies, although specific strategy details are not listed in the available dataset.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • MICHAEL TERRETTA

    Co-Founder, Chief Operations OfficerCRD 7726412

Contacts

2 of 2
  • BRIAN HURST

    Portfolio ManagementCRD 4381610

  • S. WIESEL

    Risk ManagementCRD 5019064

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$2M in ETFs

Passive

100%

$2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI MEXICO ETF (EWW)BlackRockPassiveMiscellaneous Region$579K7,70328.43%

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
1 Sound Shore Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth