Cleararc Capital, Inc. is a large advisory firm based in Cincinnati. It manages $3.89 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Idaho, Illinois, Indiana, and 13 other states.
Cleararc Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cleararc Capital, Inc. is $3.89 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cleararc Capital, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, business development companies, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Christopher J. Bell is corporations or other businesses with 20 clients and $1.32 billion of assets under management. Among the 5 most similar advisory firms, Cleararc Capital has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $3.83 billion for 73 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cleararc Capital also advises several private funds. Namely, four other private funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $5,000,000.
The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher J. Bell has been acting as President since 1 Oct 2012. James David Cahn joined the executive team most recently as the Director.
The principal office where Cleararc Capital, Inc. performs its advisory services is located at 38 Fountain Square Plaza, Cincinnati, OH 45263 The mailing address of the firm is 38 Fountain Square Plaza, Cincinnati, OH 45263. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 855-362-2227 or by fax 513-534-0122. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cleararccapital.com/.