Investment adviser · CRD 116372

CLEARWEALTH

Investment adviser filing (IA)

CLEAR WEALTH, INC.

BOISE, ID, United States · Form ADV filed Jun 22, 2012

Regulatory AUM
$60.7M
Form ADV · Item 5.F
Client accounts
235
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

GLACIERWEALTH PARTNERS, LLCHedge Fund · Last reported Jun 22, 2012$3MGross asset value

Form D fundraising filings

GlacierWealth Partners, LLC

Fund administrator FUND ASSOCIATES, LLC ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MICHAEL COGLIANESE CPA, P.C. BLOOMINGDALE, Illinois, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: Yes
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-8384323613
Reported beneficial owners
15
Minimum commitment
$250K
Form D file number
021-169131

Form ADV 655056 · Jun 22, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 22, 2012. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

950 W BANNOCK ST, SUITE 1100
BOISE, ID, 83702, United States

CRD 116372

Filing source

Form ADV 655056 · Jun 22, 2012 · 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.