Investment adviser · CRD 286482
CLEARMARK PARTNERS, LLC
Investment adviser filing (IA)
HICKSVILLE, NY, United States · Form ADV filed Apr 1, 2021
- Regulatory AUM
- $472M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | Fewer than 5 | $470,397,499 | 99.7% |
| Retirement plans | Fewer than 5 | $1,481,910 | 0.3% |
Filing source
Form ADV 1474679 · Apr 1, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
25 NEWBRIDGE ROAD, STE 202HICKSVILLE, NY, 11801, United States
CRD 286482
Filing source
Form ADV 1474679 · Apr 1, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.