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Building 2CLEAR HARBOR ASSET MANAGEMENT, LLC

Map pinSTAMFORD, CT
Phone212-867-7310
NotebookSEC #801-70821
Total AUM
$2.1B
Employees
24
Clients
820

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
263 TRESSER BLVD.
SUITE 1502
STAMFORD
CT 06901
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-867-7310
Other Offices
2

ReceiptFinancials

Total AUM
$2.1B
Accounts
1,865
Discretionary
$2B
Accounts
1,852
Non-Discretionary
$9.4M
Accounts
13

ContactClients

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Individual Clients
333
AUM
$136.1M
HNW Individual Clients
451
AUM
$1.7B
Pooled Vehicle Clients
2
AUM
$35.6M
Pension/Profit Sharing Plan Clients
7
AUM
$31.5M
Charitable Organization Clients
9
AUM
$49.8M
Corporation or Business Clients
18
AUM
$76.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCACOCTFLILLAMAMDMENCNHNJNYPARITXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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