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Building 2CLARIVEST ASSET MANAGEMENT LLC

Map pinSAN DIEGO, CA
Phone858-480-2440
NotebookSEC #801-66386
Total AUM
$3B
Employees
17
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3611 VALLEY CENTRE DRIVE
SUITE 100
SAN DIEGO
CA 92130
United States
Operating Hours
7:00AM-3:00PM PACIFIC
HYBRID SCHEDULE -TYPICALLY IN OFFICE TUES & WED
Phone
858-480-2440

ReceiptFinancials

Total AUM
$3B
Accounts
27
Discretionary
$3B
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
4
AUM
$2B
Pooled Vehicle Clients
7
AUM
$153.4M
Pension/Profit Sharing Plan Clients
4
AUM
$318.3M
Charitable Organization Clients
1
AUM
$4.4M
Government Entity Clients
4
AUM
$601.4M
Other Clients
9
AUM
$3.4M
Description of Other Clients
SEED ACCOUNTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 25 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.

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