CLEARVIEW CAPITAL, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$227M
Accounts
9
Employees
30
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
161146
Registered since
March 27, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clearview Capital, L.P. is a limited partnership organized as a private equity fund manager that advises and sponsors pooled investment vehicles for institutional clients. Registered with the SEC in 2012, the firm operates as sponsor, general partner and managing member of its funds and concentrates its advisory activity on portfolio management for pooled investment vehicles. Fee arrangements combine a percentage-of-assets management fee with performance-based incentives and other fee lines. The firm is not characterized as an active ESG investor.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GIOVANNI CERRA

    Chief Compliance OfficerCRD 6029005

Contacts

3 of 4
  • CALVIN NEIDER

    Founding PartnerCRD 6029002

  • JAMES ANDERSEN

    Managing PartnerCRD 1847094

  • Matthew Blevins

    Managing PartnerCRD 7530515

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
1010 Washington Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth