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 that began filing in 2011 and operates as a limited liability company. The firm serves an institutional client base and charges fees as a percentage of assets under management. Its listed advisory activity is portfolio management for investment companies, indicating the firm acts as an adviser to pooled vehicles rather than focusing on retail households. Clearshares identifies as not being a capital allocator, is not active on ESG criteria, and is not registered as a multi-state adviser.

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

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

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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