CLEARARC CAPITAL, INC.
CRD #104650 SEC #801-11184 CINCINNATI, OH 855-362-2227
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$3.9B
Employees
12
Clients
--
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2019 | $3.9B | $3.9B | $0 | 12 | 0 |
| Sep 2019 | $3.9B | $3.9B | $0 | 12 | 0 |
| Mar 2019 | $3.9B | $3.9B | $0 | 12 | 0 |
| Dec 2018 | $8.1B | $8.1B | $0 | 40 | 0 |
| Dec 2018 | $8.1B | $8.1B | $0 | 40 | 0 |
| Nov 2018 | $8.1B | $8.1B | $0 | 40 | 0 |
| Sep 2018 | $8.1B | $8.1B | $0 | 40 | 0 |
| Mar 2018 | $8.1B | $8.1B | $0 | 40 | 0 |
| Jan 2018 | $7.1B | $7.1B | $0 | 41 | 0 |
| Mar 2017 | $7.1B | $7.1B | $0 | 41 | 400 |
| Aug 2016 | $6.1B | $6.1B | $0 | 43 | 400 |
| May 2016 | $6.1B | $6.1B | $0 | 43 | 400 |
| Mar 2016 | $6.1B | $6.1B | $0 | 43 | 400 |
| Jun 2015 | $7B | $7B | $0 | 44 | 200 |
| Mar 2015 | $7B | $7B | $0 | 44 | 200 |
| Jun 2014 | $7B | $7B | $0 | 43 | 200 |
| Mar 2014 | $7B | $7B | $0 | 43 | 200 |
| Jan 2014 | $6.9B | $6.9B | $19.6M | 38 | 300 |
| Dec 2013 | $6.9B | $6.9B | $19.6M | 38 | 300 |
| Mar 2013 | $6.9B | $6.9B | $19.6M | 38 | 300 |
| Nov 2012 | $8.3B | $7.6B | $700.8M | 47 | 500 |
| Nov 2012 | $8.3B | $7.6B | $700.8M | 47 | 500 |
| Nov 2012 | $8.3B | $7.6B | $700.8M | 47 | 500 |
| Jun 2012 | $14.6B | $14B | $597.8M | 51 | 800 |
| Mar 2012 | $14.6B | $14B | $597.8M | 51 | 800 |
| Dec 2011 | $17.7B | $17.1B | $615.8M | 51 | 800 |
| Mar 2007 | $21.8B | $21.8B | $0 | 51 | -- |
| Mar 2006 | $21.5B | $21.5B | $0 | 51 | -- |
| Mar 2002 | $12B | $12B | $0 | 51 | -- |
| Oct 2001 | $12.4B | $12.4B | $0 | 51 | -- |
| Jun 2001 | $12.4B | $12.4B | $0 | 51 | -- |
DateNov 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees12
Clients0
DateSep 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees12
Clients0
DateDec 2018
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees40
Clients0
DateDec 2018
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees40
Clients0
DateNov 2018
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees40
Clients0
DateSep 2018
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees40
Clients0
DateMar 2018
Total AUM$8.1B
Discretionary$8.1B
Non-Disc.$0
Employees40
Clients0
DateJan 2018
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees41
Clients0
DateMar 2017
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees41
Clients400
DateAug 2016
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees43
Clients400
DateMay 2016
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees43
Clients400
DateMar 2016
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees43
Clients400
DateJun 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees44
Clients200
DateMar 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees44
Clients200
DateJun 2014
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees43
Clients200
DateMar 2014
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees43
Clients200
DateJan 2014
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$19.6M
Employees38
Clients300
DateDec 2013
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$19.6M
Employees38
Clients300
DateMar 2013
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$19.6M
Employees38
Clients300
DateNov 2012
Total AUM$8.3B
Discretionary$7.6B
Non-Disc.$700.8M
Employees47
Clients500
DateNov 2012
Total AUM$8.3B
Discretionary$7.6B
Non-Disc.$700.8M
Employees47
Clients500
DateNov 2012
Total AUM$8.3B
Discretionary$7.6B
Non-Disc.$700.8M
Employees47
Clients500
DateJun 2012
Total AUM$14.6B
Discretionary$14B
Non-Disc.$597.8M
Employees51
Clients800
DateMar 2012
Total AUM$14.6B
Discretionary$14B
Non-Disc.$597.8M
Employees51
Clients800
DateDec 2011
Total AUM$17.7B
Discretionary$17.1B
Non-Disc.$615.8M
Employees51
Clients800
DateMar 2007
Total AUM$21.8B
Discretionary$21.8B
Non-Disc.$0
Employees51
Clients--
DateMar 2006
Total AUM$21.5B
Discretionary$21.5B
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees51
Clients--
DateOct 2001
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees51
Clients--
DateJun 2001
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees51
Clients--