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CLARIVEST ASSET MANAGEMENT LLC
CRD 139785 · SEC 801-66386
3611 VALLEY CENTRE DRIVE, SUITE 100, SAN DIEGO, CA, 92130, United States
Phone
858-480-2440
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.05B
Discretionary AUM
$3.05B
Team
17 total employees; 10 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $1.97B |
| Pooled investment vehicles | 7 | $153.4M |
| Pension/profit sharing plans | 4 | $318.3M |
| Charitable organizations | 1 | $4.4M |
| State/municipal entities | 4 | $601.4M |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD