The CLARK AND STUART is a privately held investment adviser that advises $195.59mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CLARK AND STUART 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 40.71% over the last 5-years.
The Group has been registered with the SEC for 8.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1945 CONGRESS STREET BUILDING A, PORTLAND, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 4 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $195.59mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $189.72mn or 97% of Total Assets and Charitable Organizations own $5.86mn or 3% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
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 management fees.
CLARK AND STUART names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.