Clearlist LLC

Overview

Clearlist LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2020. Public filings characterize ownership as a combination of a domestic entity and an individual and list the firm’s regulatory classification as unclassified. The firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. The advisory activities, client types, fee schedules and detailed business lines were not disclosed in the source data, so there is limited public information about how Clearlist positions its services or what client segments it targets.

Assets & Accounts

Location & Offices