The CLEAR HARBOR ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $2.05Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CLEAR HARBOR ASSET MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 123.17% over the last 5-years.
The Group has been registered with the SEC for 16.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 263 TRESSER BLVD. SUITE 1502, STAMFORD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 18 investment and 6 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $2.05Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 34 other accounts. Assets of High Net Worth Individuals clients own $1.73Bn or 83.98% of Total Assets and Individuals own $136.06mn or 6.62% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CLEAR HARBOR ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.