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Clearvest Advisers, LLC (New York)


Clearvest Advisers, LLC is a mid-sized advisory firm based in New York. It manages $35.9 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2015.

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Clearvest Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clearvest Advisers: assets under management

The assets under management (AUM) of Clearvest Advisers, LLC is $35.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clearvest Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
Elliott Wakefield Wislar Elected manager of clearbrook global advisors, llc 1 Oct 2010 Other 1492343
Timothy Chan Ng Elected manager of clearbrook global advisors, llc 1 Oct 2010 Other 1009388
Llc Four Families Funding Member of clearbrook global advisors, llc 1 Oct 2010 50% - 75% 61-1605483
John B Wislar Elected manager of clearbrook global advisors, llc 1 Oct 2010 Other 1850440
Jeffrey Hamilton Salzman Elected manager of clearbrook global advisors, llc 1 Oct 2010 Other 827668
James Deforrest Bishop Elected manager of clearbrook global advisors, llc 1 Oct 2010 Other 5871231
John Brailsford Wislar Elected manager of clearbrook global advisors, llc 1 Oct 2010 Other 1850440
Sara Dawn Malak Member of fermi llc 1 Apr 2011 25% - 50% 4093444
Charles Anthony Zaffuto Member of fermi llc 1 Apr 2011 50% - 75% 1714096
Fermi Llc Member of the alpha cooperative llc 1 Sep 2011 50% - 75% 454620627
Fintac Llc Member of the alpha cooperative llc 1 Sep 2011 25% - 50% 452783583

Based in New York

The principal office where Clearvest Advisers, LLC performs its advisory services is located at 825 3 Rd Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 6465583570. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at clearvestllc.com.


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