CLEAR HARBOR ASSET MANAGEMENT, LLC

CRD 152242 · SEC 801-70821

Visit website

263 TRESSER BLVD., SUITE 1502, STAMFORD, CT, 06901, United States

Phone

212-867-7310

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.05B

Discretionary AUM

$2.05B

Team

24 total employees; 18 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	333	$136.1M
High net worth individuals	451	$1.73B
Pooled investment vehicles	2	$35.6M
Pension/profit sharing plans	7	$31.5M
Charitable organizations	9	$49.8M
Corporations/business entities	18	$76.2M

States served

AK, CA, CO, IL, LA, ME, MD, MA, NJ, NY, NC, PA, RI, TN, VA, WA, TX, NH, CT, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/CLEAR-HARBOR-ASSET-MANAGEMENT
HTTPS://X.COM/CLEARHARBORAM
HTTP://WWW.CLEARHARBORAM.COM
HTTPS://WWW.FACEBOOK.COM/CLEARHARBORASSETMANAGEMENT/

Official SEC filing: View on IAPD