RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, SCOTT, MICHAELIMANAGER/CHIEF COMPLIANCE OFFICERE Control
BROWN, SCOTT, MICHAELIMANAGER/CHIEF COMPLIANCE OFFICERE Control
INTERIM HOLDINGS, LLCDEMANAGING MEMBERE Control
LOMBARDO, RAY, MATTHEWIMEMBERD Control
LOMBARDO, RAY, MATTHEWIMEMBERD Control
LOMBARDO, RAY, MATTHEWIMEMBERD Control
LOMBARDO, RAY, MATTHEWIMEMBERD Control
LOMBARDO, RAY, MATTHEWIMEMBERD Control
LOMBARDO, RAY, MATTHEWIMEMBERD Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
ARNOLD, KEVIN, BRIANIMEMBERC Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERC Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERC Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERC Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERC Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERC Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
LOMBARDO, RAY, MATTHEWIMEMBERC Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
FLORES, ALAN, ALFREDOIMEMBERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
HOBBS, KENNETH, GORDONIMEMBER/CHIEF COMPLIANCE OFFICERB Control
SANDBLOM, RHONDIIMEMBERB
SANDBLOM, RHONDI, EITREIMIMEMBERB
SANDBLOM, RHONDI, EITREIMIMEMBERB
SANDBLOM, RHONDI, EITREIMIMEMBERB
SANDBLOM, RHONDI, EITREIMIMEMBERB
SANDBLOM, RHONDI, EITREIMIMEMBERB

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (5)

AZ CA MI NY TX

Address

3151 AIRWAY AVENUE
SUITE H-1
COSTA MESA, CA 92626
United States
Phone: 949-200-1560