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Clarivest Asset Management LLC

● SEC registered since 2006CRD 139785SEC# 801-66386San Diego, CA
Export (members)
Reg. AUM
$3.05B
Employees
17
Accounts
27
Location
San Diego, CA

Clarivest Asset Management LLC assets under management

Clarivest Asset Management LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2006. It reports $3 billion in regulatory assets under management and employs 17 people.

Clarivest Asset Management LLC owners & executives

10 reported
NameTitleOwnershipSince
David Raymond Vaughn ControlChief Investment Officer - Non-U.s. And Global Strategies, Lead Portfolio Manager, ManagerUnder 5%2006
Eagle Asset Management Inc ControlMemberOver 75%2012
Edward Rick IV ControlPresident, ManagerUnder 5%2024
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Frequently asked questions

How much does Clarivest Asset Management LLC manage?

Clarivest Asset Management LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Clarivest Asset Management LLC have?

Clarivest Asset Management LLC reports 17 employees.

Where is Clarivest Asset Management LLC located?

Clarivest Asset Management LLC is based in San Diego, CA and has been SEC-registered since 2006.

Does Clarivest Asset Management LLC disclose fund performance?

Clarivest Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3611 Valley Centre Drive, Suite 100, San Diego, CA 92130
Phone858-480-2440
Office hours7:00a.m.-3:00p.m. Pacific
SEC regionLos Angeles Regional Office (LARO)
CIK1388167
Discloses disciplinary historyYes

Assets under management

Discretionary$3.05B
Non-discretionary$0
Total (RAUM)$3.05B