Clearshares LLC

RIASEC RegisteredEst. 2011

Total AUM

$382M

Discretionary

$382M

100% of AUM

Avg account

$127M

Accounts

3

Employees

3

Advisory reps

3

Firm details

Headquarters: Marco Island, Florida
CRD number: 157531
Registered since: June 29, 2011
Website: www.clear-shares.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Clearshares LLC is an SEC-registered institutional registered investment adviser formed in 2011 and organized as an LLC. The firm serves institutional clients and provides portfolio management specifically for investment companies. It charges fees as a percentage of assets under management and is not described as an active ESG investor. The firm is not identified as a capital allocator and its regulatory profile indicates it focuses on advisory services rather than pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Walter Gilmore
Chief Compliance OfficerCRD 1996728
Thomas Deegan
Chief Executive OfficerCRD 6379485
Frank Codey
Chief Operating OfficerCRD 5036367

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$139M in ETFs

Passive

97%

$135M

Active

3%

$3.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
Vanguard Value Index Fund (VTV)	Vanguard	Passive	Large Value	$6.3M	46,470	4.51%

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Primary office

Marco Island, FL

Collier

Location

Marco Island, FL

Headquartered in Marco Island, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: Collier
Address: 606 Bald Eagle Dr
Time zone: ET (UTC-5)
Office locations

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