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Clearview Investment Partners, LLC

● SEC registered since 2009CRD 150046SEC# 801-70141Costa Mesa, CA
Export (members)
Reg. AUM
$100.4M
Employees
3
Accounts
352
Location
Costa Mesa, CA

Clearview Investment Partners, LLC assets under management

Clearview Investment Partners, LLC operates as an SEC-registered investment adviser based in Costa Mesa, CA. The firm has been registered since 2009. It reports $100.4 million in regulatory assets under management and employs 3 people.

Clearview Investment Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kenneth Gordon Hobbs ControlMember/Chief Compliance Officer25-50%2009
Ray Matthew Lombardo ControlMember50-75%2009
Rhondi Eitreim SandblomMember10-25%2021

Frequently asked questions

How much does Clearview Investment Partners, LLC manage?

Clearview Investment Partners, LLC reports $100.4 million in regulatory assets under management on its Form ADV.

How many employees does Clearview Investment Partners, LLC have?

Clearview Investment Partners, LLC reports 3 employees.

Where is Clearview Investment Partners, LLC located?

Clearview Investment Partners, LLC is based in Costa Mesa, CA and has been SEC-registered since 2009.

Does Clearview Investment Partners, LLC disclose fund performance?

Clearview Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626
Phone949-200-1560
Fax949-200-1546
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.4M
Non-discretionary$0
Total (RAUM)$100.4M