RIA Intelligence

CLEARMARK PARTNERS, LLC

CRD #286482 SEC #801-109927 HICKSVILLE, NY 516-644-5007
SEC Registered
Total AUM
$471.9M
Discretionary
$471.9M
Employees
1
Clients
1
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 2, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KOO, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF COMPLIANCE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF COMPLIANCE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF COMPLIANCE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF COMPLIANCE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF EXECUTIVE OFFICERNA Control
KOO, GEORGE, ROBERTICHIEF COMPLIANCE OFFICERNA Control
HILLCREST CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
HILLCREST CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
HILLCREST CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
HILLCREST CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
HILLCREST CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
KOO CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
KOO CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
KOO CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
KOO CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control
KOO CAPITAL ADVISORS, LLCDEBENEFICIAL OWNERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KOO, GEORGE, ROBERTIKOO CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIHILLCREST CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIKOO CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIHILLCREST CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIKOO CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIHILLCREST CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIKOO CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIHILLCREST CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIKOO CAPITAL ADVISORS, LLCE Control
KOO, GEORGE, ROBERTIHILLCREST CAPITAL ADVISORS, LLCE Control

Registrations

Federal

IA
Apr 2, 2021 REGISTERED

Notice Filings (5)

AZ CA DE NY TX

Address

25 NEWBRIDGE ROAD, STE 202
HICKSVILLE, NY 11801
United States
Phone: 516-644-5007