Clearshares is an investment advisor in Marco Island with $503.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
274682834
SEC advisor number
801-72414
FINRA CRD number
157531
AUM ?
$405.56 mm
(as of 22 Feb 24)
Accounts
3
(as of 22 Feb 24)
Employees
3
(1 investment advisory or research)
Address
Clearshares
777 3RD AVENUE, SUITE 22C
NEW YORK
NY 10017
777 3RD AVENUE, SUITE 22C
NEW YORK
NY 10017
Phone
2123590267
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Mar 22
13F-HR
Quarterly holdings report by institutional manager
17 Nov 21
13F-HR
Quarterly holdings report by institutional manager
17 Aug 21
13F-HR
Quarterly holdings report by institutional manager
12 May 21
13F-HR
Quarterly holdings report by institutional manager
29 Oct 20
13F-HR
Quarterly holdings report by institutional manager
11 Aug 20
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
30 Oct 19
13F-HR
Quarterly holdings report by institutional manager
2 Aug 19