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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

CLARITY MANAGED ACCOUNT PLATFORM

CLARITY MANAGED ACCOUNT & ANALYTICS PLATFORM, LLC, CRD 175503

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:44e19718-bff8-e32e-9c71-bb0d57f02207

Data as of Mar 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 31, 2015 to Mar 30, 2018
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $9.3MItem 5.F on the latest filing (2018-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Custody, client assets: $0
SEC number: 801-88180
CRD: 175503
Filings on the tape: 10
First filed: Mar 31, 2015
Latest filed: Mar 30, 2018
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BUSTAN TRUST	Member	E	yes	12/2017	Mar 30, 2018	Mar 30, 2018
COMMONWEALTH TRUST COMPANY	Trustee	F	yes	09/2011	Mar 30, 2018	Mar 30, 2018
KENMAR OLYMPIA, LLC	MANAGING MEMBER	E	yes	03/2014	Mar 31, 2015	Mar 30, 2018
PARRISH, JAMES, A	PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	11/2015	Mar 31, 2015	Mar 30, 2018
SHEWER, KENNETH, ANDREW	CHAIRMAN & CIO	Na	no	03/2014	Mar 31, 2015	Mar 30, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OLYMPIA CAPITAL MANAGEMENT S.A.	n/a	Former SEC adviser	$589M	N	yes	n/a
KENMAR GLOBAL INVESTMENT MANAGEMENT, L.L.C.	n/a	Former SEC adviser	$140M	N	yes	n/a
KENMAR PREFERRED INVESTMENTS, LLC	n/a	Former SEC adviser	$33.4M	N	yes	n/a
KENMAR SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a
OLYMPIA CAPITAL GESTION S.A.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 30, 2018	$9.3M	$9.3M	4	3	0	n/a	n/a
2016	Mar 29, 2017	$17.1M	$17.1M	6	5	n/a	n/a	n/a
2015	Mar 30, 2016	$36.6M	$36.6M	6	5	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$9.3M	$17.1M	-45.6%	n/a	n/a	4	6	0	n/a

Relationships

Affiliated with (3)

→ KENMAR GLOBAL INVESTMENT MANAGEMENT, L.L.C.Registered adviserother investment adviser, bank, common control
factForm ADV
→ KENMAR PREFERRED INVESTMENTS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ OLYMPIA CAPITAL MANAGEMENT S.A.Registered adviserother investment adviser, bank, common control
factForm ADV

Owns (1)

← SHEWER, KENNETH, ANDREWOwnerCHAIRMAN & CIO, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV

Controls (4)

← PARRISH, JAMES, AOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV
← BUSTAN TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2018 to presentfactForm ADV
← COMMONWEALTH TRUST COMPANYOwnerTRUSTEE, ownership code F, domestic entity
Mar 30, 2018 to presentfactForm ADV
← KENMAR OLYMPIA, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 31, 2015 to presentfactForm ADV

Dated events

Occurred
Mar 31, 2015
Succession filed (Item 4)
Clarity Managed Account Platform reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2015
First Form ADV filing
Clarity Managed Account Platform filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44e19718-bff8-e32e-9c71-bb0d57f02207
First observed: Mar 31, 2015
Last observed: Mar 30, 2018 103 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARITY MANAGED ACCOUNT PLATFORM

CLARITY MANAGED ACCOUNT & ANALYTICS PLATFORM, LLC, CRD 175503

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:44e19718-bff8-e32e-9c71-bb0d57f02207

Data as of Mar 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BUSTAN TRUST

Member

yes

12/2017

Mar 30, 2018

COMMONWEALTH TRUST COMPANY

Trustee

yes

09/2011

Mar 30, 2018

KENMAR OLYMPIA, LLC

MANAGING MEMBER

yes

03/2014

Mar 31, 2015

Mar 30, 2018

PARRISH, JAMES, A

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

11/2015

Mar 31, 2015

Mar 30, 2018

SHEWER, KENNETH, ANDREW

CHAIRMAN & CIO

03/2014

Mar 31, 2015

Mar 30, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OLYMPIA CAPITAL MANAGEMENT S.A.

n/a

Former SEC adviser

$589M

yes

n/a

KENMAR GLOBAL INVESTMENT MANAGEMENT, L.L.C.

n/a

Former SEC adviser

$140M

yes

n/a

KENMAR PREFERRED INVESTMENTS, LLC

n/a

Former SEC adviser

$33.4M

yes

n/a

KENMAR SECURITIES, LLC

n/a

yes

n/a

OLYMPIA CAPITAL GESTION S.A.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 30, 2018

$9.3M

n/a

2016

Mar 29, 2017

$17.1M

n/a

2015

Mar 30, 2016

$36.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$9.3M

$17.1M

-45.6%

n/a