Cleararc Capital is a fund manager in Cincinnati with $3.89 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Fifth Third Asset Management Inc
SEC CIK
IRS number
341172683
SEC advisor number
801-11184
FINRA CRD number
104650
AUM ?
$3.89 bn
(as of 18 Nov 19)
Accounts
116
(as of 18 Nov 19)
Employees
12
(6 investment advisory or research)
Address
Cleararc Capital
38 FOUNTAIN SQUARE PLAZA
CINCINNATI
OH 45263
38 FOUNTAIN SQUARE PLAZA
CINCINNATI
OH 45263
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
513-534-7452
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fifth Third Bank, National Association | Shareholder | 01/2001 | > 75% |
Fifth Third Financial Corporation | Shareholder | 01/2001 | > 75% |
Fifth Third Bancorp | Shareholder | 01/2001 | > 75% |
Hedger, Stephen, Shawn | Director of Trading and Investment Operations; Director | 07/2003 | < 5% |
Hulls, Diane, Jean | Chief Compliance Officer | 03/2014 | < 5% |
Banks, Robert, Presley | Director of Relationship Management | 12/2014 | < 5% |
Coogan, Gerald, Brady | Director | 12/2017 | < 5% |
Kennedy, Michael, Francis | Director | 08/2018 | < 5% |
Reynolds, Jonathan, William | President and Chief Investment Officer; Director | 09/2018 | < 5% |
Cahn, James, David | Director | 01/2019 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Cleararc Capital, Inc. | $3.89 bn | |
Stoneroad Core Plus Fixed Income Investment Trust Fund, a Series of the Stoneroad Series Investment Trust | $11.28 mm | Other Private Fund |
Stoneroad Core Plus Fixed Income Sri Investment Trust Fund, a Series of the Stoneroad Series Investment Trust | $3.40 mm | Other Private Fund |
Stoneroad Strategic Income Plus Investment Trust Fund, a Series of the Stoneroad Series Investment Trust | $17.65 mm | Other Private Fund |
Stoneroad Strategic Income Plus Sri Investment Trust Fund, a Series of the Stoneroad Series Investment Trust | $4.66 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
15 Nov 19
13F-HR
Quarterly holdings report by institutional manager
7 Aug 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 19
13F-HR
Quarterly holdings report by institutional manager
14 May 19
13F-HR
Quarterly holdings report by institutional manager
14 Feb 19
13F-HR
Quarterly holdings report by institutional manager
14 Nov 18
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Aug 18
13F-HR
Quarterly holdings report by institutional manager
14 Aug 18
13F-HR
Quarterly holdings report by institutional manager
15 May 18