Clearlist Capital LLC

RIASEC Registered
Total AUM
$960M
Discretionary
$960M
100% of AUM
Avg account
$240M
Accounts
4
Employees
8
Advisory reps
3

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 organized as an LLC and operates as a private equity fund adviser that manages pooled investment vehicles for institutional clients. The firm is SEC registered, with registration recorded in 2025. Its advisory activity centers on portfolio management for pooled vehicles rather than direct retail advisory services. Fee arrangements combine a percentage-of-AUM structure with performance-based fees, consistent with a manager that runs closed-end or private funds. Clearlist reports it is not an active ESG investor and is not structured as a multi-state adviser. The firm maintains an industry affiliation with a broker-dealer, which may support capital markets or distribution activities tied to its fund business. Clearlist is classified primarily as a private equity fund rather than a capital allocator, and its client base is institutional.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

1 of 1
  • Patrick Murphy

    Patrick Murphy

    CEOCRD 2439168

Contacts

2 of 2
  • Charles Gillette

    Charles Gillette

    Managing DirectorCRD 3174027

  • Kassidy Chaikin

    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