CLEARVIEW INVESTMENT PARTNERS, LLC
CRD #150046 SEC #801-70141 COSTA MESA, CA 949-200-1560
SEC Registered
Total AUM
$100.4M
Discretionary
$100.4M
Employees
3
Clients
0
Accounts
352
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $100.4M | $100.4M | $0 | 3 | 0 |
| Mar 2024 | $94.1M | $94.1M | $0 | 3 | 0 |
| Mar 2023 | $84M | $84M | $0 | 3 | 0 |
| Mar 2022 | $114.5M | $114.5M | $0 | 3 | 0 |
| May 2021 | $96M | $96M | $0 | 3 | 0 |
| Mar 2021 | $96M | $96M | $0 | 3 | 0 |
| Jun 2020 | $139.5M | $137.3M | $2.2M | 5 | 0 |
| May 2020 | $139.5M | $137.3M | $2.2M | 5 | 0 |
| Mar 2019 | $140.1M | $138.4M | $1.7M | 5 | 0 |
| Mar 2018 | $152.6M | $150.8M | $1.8M | 5 | 0 |
| Mar 2017 | $157.5M | $155.7M | $1.7M | 7 | 200 |
| Mar 2016 | $170.6M | $169.2M | $1.5M | 6 | 400 |
| Mar 2015 | $177.1M | $175.7M | $1.4M | 5 | 200 |
| Mar 2014 | $164M | $162.6M | $1.4M | 6 | 200 |
| Feb 2014 | $156.4M | $155M | $1.4M | 5 | 200 |
| Apr 2013 | $156.4M | $155M | $1.4M | 5 | 200 |
| Mar 2012 | $176.7M | $175.6M | $1.1M | 1 | 300 |
| Mar 2011 | $155.1M | $153.9M | $1.1M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$139.5M
Discretionary$137.3M
Non-Disc.$2.2M
Employees5
Clients0
DateMay 2020
Total AUM$139.5M
Discretionary$137.3M
Non-Disc.$2.2M
Employees5
Clients0
DateMar 2019
Total AUM$140.1M
Discretionary$138.4M
Non-Disc.$1.7M
Employees5
Clients0
DateMar 2018
Total AUM$152.6M
Discretionary$150.8M
Non-Disc.$1.8M
Employees5
Clients0
DateMar 2017
Total AUM$157.5M
Discretionary$155.7M
Non-Disc.$1.7M
Employees7
Clients200
DateMar 2016
Total AUM$170.6M
Discretionary$169.2M
Non-Disc.$1.5M
Employees6
Clients400
DateMar 2015
Total AUM$177.1M
Discretionary$175.7M
Non-Disc.$1.4M
Employees5
Clients200
DateMar 2014
Total AUM$164M
Discretionary$162.6M
Non-Disc.$1.4M
Employees6
Clients200
DateFeb 2014
Total AUM$156.4M
Discretionary$155M
Non-Disc.$1.4M
Employees5
Clients200
DateApr 2013
Total AUM$156.4M
Discretionary$155M
Non-Disc.$1.4M
Employees5
Clients200
DateMar 2012
Total AUM$176.7M
Discretionary$175.6M
Non-Disc.$1.1M
Employees1
Clients300
DateMar 2011
Total AUM$155.1M
Discretionary$153.9M
Non-Disc.$1.1M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--