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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$35.9MItem 5.F on the latest filing (2016-03-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$35.9M

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

5

Advisory employees

2

Accounts

13

Private funds

10Schedule D 7.B(1)

Private fund GAV

$34.1Mgross asset value as reported per fund; never fund size

SEC number

801-106663

CRD

281092

Filings on the tape

3

First filed

Sep 9, 2015

Latest filed

Mar 29, 2016

Organised

Limited Liability Company, Delaware

• Occurred

  Sep 9, 2015
  Succession filed (Item 4)

  Clearvest Advisers, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 5 days ago
• Occurred

  Sep 9, 2015
  First Form ADV filing

  Clearvest Advisers, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d3bbd3c6-18b8-0a3d-8006-3081db0f03f3

First observed

Sep 9, 2015

Last observed

Mar 29, 2016 127 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.