{ "crd_number": 172209, "slug": "clear-capital-management-lp-doylestown-pa-172209", "primary_business_name": "CLEAR CAPITAL MANAGEMENT LP", "legal_name": "CLEAR CAPITAL MANAGEMENT LP", "dbas": [], "city": "Doylestown", "state": "PA", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2014-10-06", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-06-10", "carried_forward": false, "raum_total": 61317291.0, "raum_discretionary": 61317291.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 5, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 0.0, "count": 0 }, "individuals": { "raum": 29662725.0, "count": 95 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 31654566.0, "count": 17 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "CA", "CO", "MD", "NJ", "NY", "PA", "VA", "WA" ], "websites": [ "https://clearcapitalmanagement.com", "https://clearcapitalmgt.com", "https://facebook.com/ClearCapitalManagement", "https://linkedin.com/company/clear-capital-management-llc", "https://twitter.com/ClearCapitalMgt" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172209", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "DOYLESTOWN", "url": "https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209", "display_name": "Clear Capital Management LP", "summary": "Clear Capital Management LP is a state-registered investment advisory firm in Doylestown, PA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.", "citation": "AdvisorCensus. Clear Capital Management LP (CRD 172209): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Other" ], "quick_answers": [ { "q": "How is Clear Capital Management LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Clear Capital Management LP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Clear Capital Management LP located?", "a": "Clear Capital Management LP's principal office is in Doylestown, PA, according to its Form ADV." }, { "q": "Is Clear Capital Management LP registered with the SEC or a state?", "a": "Clear Capital Management LP is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172209." }, { "q": "How much does Clear Capital Management LP manage?", "a": "Clear Capital Management LP reports $61,317,291 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary)." }, { "q": "What types of clients does Clear Capital Management LP serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (17)." }, { "q": "Does Clear Capital Management LP report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172209" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 95, "fewer_than_5": false, "raum": 29662725.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 17, "fewer_than_5": false, "raum": 31654566.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172209", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }