#CLEARVIEW CAPITAL PROFESSIONAL#

#CLEARVIEW CAPITAL PROFESSIONAL#

The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.Clearview Capital has acquired Nielsen-Kellerman, a maker of measurement instruments for enthusiasts, competitors and professionals in the outdoor, tactical, paddlesports and professional markets. There are no guarantees that working with an adviser will yield positive returns. Working with an adviser may come with potential downsides such as payment of fees This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial Not review the ongoing performance of any RIA/IAR, participate in the management of any user’sĪccount by an RIA/IAR or provide advice regarding specific investments Platform based on information gathered from users through our online questionnaire. Investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching Services are limited to referring users to third party registered investment advisers and/or Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ('SmartAsset'), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you Special treatment or consideration in SmartAsset’s profiles. Profile content is produced by SmartAsset independently of anyīusiness relationships that might exist between SmartAsset and the named financial professional andįirm, and financial professionals and firms having business relationships with SmartAsset receive no To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data compiled from the SEC and The firm is permitted to serve clients in the state of Connecticut. Clearview Capital, L.P’s headquarters is located at 1010 Washington Boulevard, Stamford, Connecticut 6901. The typical advisor at Clearview Capital, L.P oversees fewer than one client account, making it one of the most individualized advisor firms in the country. The firm administers an average of $182.3 million for every account. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without requiring client approval. Clearview Capital, L.P oversees all of the company's client assets on a discretionary basis. Securities are defined as exchangable financial investments like options, bonds and equities. Clearview Capital, L.P is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so.

The firm has a small team, including 20 financial advisors. The firm administers $1.3 billion in assets across seven client accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). Clearview Capital, L.P operates as a financial advisor company headquartered in Stamford, Connecticut.

Clearview capital