The CLARAPHI ADVISORY NETWORK, LLC is a privately held investment adviser that advises $382.5mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CLARAPHI ADVISORY NETWORK, 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 decreased by 64.27% over the last 5-years.
The Group has been registered with the SEC for 11.66 years and is comprised of 1 filing and 0 relying advisers. They operate out of 17 office locations with their Headquarters at 120 VANTIS DRIVE SUITE 585, ALISO VIEJO, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 8 investment and 0 non-investment staff. The total number of Employees decreased by 81.82% over the last 5-years.
Their $382.5mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 37 other accounts. Assets of Individuals clients own $234.47mn or 61.3% of Total Assets and High Net Worth Individuals own $126.91mn or 33.18% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 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 and management fees.
CLARAPHI ADVISORY NETWORK, 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.