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CLEARLIGHT PARTNERS MANAGEMENT, LLC
CLEARLIGHT PARTNERS MANAGEMENT, LLC
NEWPORT BEACH, California
·
12 registered advisors
·
CRD# 157610
SEC# 801-73529
0
949-725-6610
01
Firm Overview
AUM
$310M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: DUE DILIGENCE FEES & PERCENTAGE OF COMMITTED CAPITAL
03
Specialties
Retirement Planning
04
Advisors at CLEARLIGHT PARTNERS MANAGEMENT, LLC
12 registered advisors
Andrew John Brennan
NEWPORT BEACH, California
CRD# 6632330
Douglas R Scherrer
NEWPORT BEACH, California
CRD# 4206527
Huy Quang Dangvu
NEWPORT BEACH, California
CRD# 6688440
Jay Franklin Shepherd
NEWPORT BEACH, California
CRD# 2146860
Jeannie Marsh
NEWPORT BEACH, California
CRD# 6017931
Jeffrey Robert Manassero
NEWPORT BEACH, California
CRD# 5151897
John Harold Mcalpine
NEWPORT BEACH, California
CRD# 6382419
Joseph John Schmidt
NEWPORT BEACH, California
CRD# 6316698
Joshua Michael Mack
NEWPORT BEACH, California
CRD# 6382418
Kyle Patrick Burke
NEWPORT BEACH, California
CRD# 7092171
Michael Stuart Kaye
NEWPORT BEACH, California
CRD# 5941564
Patrick Haiz
NEWPORT BEACH, California
CRD# 5941600
05
Office Locations
NEWPORT BEACH, California
12 advisors
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Data sourced from SEC Form ADV filings. CLEARLIGHT PARTNERS MANAGEMENT, LLC (CRD# 157610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.