CLEARLIST CAPITAL LLC

RIASEC RegisteredEst. 2025
Total AUM
$960M
Discretionary
$960M
100% of AUM
Avg account
$240M
Accounts
4
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
329206
Registered since
June 30, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clearlist Capital LLC is a limited liability company that operates as a private equity manager and adviser to pooled investment vehicles. The firm targets institutional clients and provides portfolio management for private funds, charging both a percentage-of-AUM fee and performance-based fees. Clearlist Capital is registered with the SEC (2025) and maintains an industry affiliation with a broker-dealer. The firm does not identify as an active ESG investor and is set up to run discretionary private fund mandates rather than retail advisory accounts. Investment activity centers on managing closed-end or pooled structures rather than one-off separate accounts. Given the small number of institutional clients and the firm’s fee mix, Clearlist Capital appears oriented toward concentrated, large-scale commitments where carried interest-style economics and performance alignment are important. Its advisory scope is narrowly focused on private fund portfolio management rather than broad multi-asset wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • PATRICK MURPHY

    CEOCRD 2439168

Contacts

1 of 1
  • Kassidy Chaikin

    Vice PresidentCRD 7596402

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
625 6th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth