CLEARCREST CAPITAL MANAGEMENT, LLC

Overview

Clearcrest Capital Management, LLC is organized as an LLC and is identified in regulatory snapshots as an unclassified advisory entity owned by a domestic entity and an individual. The firm is not registered as a multi-state adviser, does not self-identify as an active ESG investor, and is not listed as a pension consultant or related adviser. Its filings and activity indicators show it operating as an investment manager and sponsor: serving as an adviser/sponsor, general partner, and managing member of pooled investment vehicles rather than as a traditional, retail-facing advisory practice.

Assets & Accounts

Investments & Alternatives