Gr Cam Dba Clarity Capital Partners (Newport Beach)

Name: Gr Cam Dba Clarity Capital Partners
Address: 5000 Birch Street, Ste 100, Newport Beach, CA, 92660
Telephone: 800-805-7526

Gr Cam Dba Clarity Capital Partners is a large advisory firm based in Newport Beach. It manages $250 million of regulatory assets for 442 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Florida, and 5 other states.

Gr Cam Dba Clarity Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gr Cam Dba Clarity Capital Partners: assets under management

The assets under management (AUM) of Gr Cam Dba Clarity Capital Partners is $250 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $190 million in discretionary accounts and $60 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $444.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4 million.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is investment and business development companies, which make up 15% of the firm’s portfolio. Investments in non-exchange traded securities form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gr Cam Dba Clarity Capital Partners for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gr Cam Dba Clarity Capital Partners serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Gr Cam Dba Clarity Capital Partners is high net worth individuals with 20 clients and $100 million of assets under management. Among the 12 most similar advisory firms, Gr Cam Dba Clarity Capital Partners has the 5th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $250 million for 82 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Gr Cam Dba Clarity Capital Partners doesn't advise any private funds.

Careers at Gr Cam Dba Clarity Capital Partners

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Allen Rustman	Managing member; president; chief compliance officer	1 Sep 2000	75% - 100%	2453708

Based in Newport Beach

The principal office where Gr Cam Dba Clarity Capital Partners performs its advisory services is located at 5000 Birch Street, Ste 100, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-805-7526 or by fax 800-782-3069. The normal business hours are 8:00 - 5:30 on Monday - Friday. You can find more information about the New York firm at claritycapitalllc.com.