# Clearlight Partners Management, LLC

> Clearlight Partners Management, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 157610
- Filed as: CLEARLIGHT PARTNERS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157610
- AdvisorCensus page: https://advisorcensus.com/firm/clearlight-partners-management-llc-newport-beach-ca-157610

## Quick answers

**How is Clearlight Partners Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearlight Partners Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clearlight Partners Management, LLC located?**
Clearlight Partners Management, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Clearlight Partners Management, LLC registered with the SEC or a state?**
Clearlight Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157610.

**How much does Clearlight Partners Management, LLC manage?**
Clearlight Partners Management, LLC reports $390,259,494 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Clearlight Partners Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Clearlight Partners Management, LLC: Regulatory assets under management: $106,960,560 in the October 2021 data and $390,259,494 in the October 2026 data, up 265%. Total employees: 13 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clearlight Partners Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Clearlight Partners Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157610

**What changed in Clearlight Partners Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $433,921,935 to $390,259,494 (-10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $390,259,494
- Discretionary: $390,259,494
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $390,259,494 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearlightpartners.com
- LinkedIn @CLEARLIGHT-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,960,560 | 13 | March 16, 2021 |
| October 2022 | $129,418,166 | 12 | March 29, 2022 |
| October 2023 | $206,641,683 | 11 | August 24, 2023 |
| October 2024 | $309,523,380 | 10 | February 26, 2024 |
| October 2025 | $433,921,935 | 10 | March 5, 2025 |
| October 2026 | $390,259,494 | 10 | March 24, 2026 |

Regulatory assets under management: $106,960,560 in the October 2021 data and $390,259,494 in the October 2026 data, up 265%.
Total employees: 13 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $433,921,935 to $390,259,494 (-10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearlight Partners Management, LLC (CRD 157610): Form ADV filing data as of October 2026.