Clear Harbor Asset Management, LLC
Stamford, CT·SEC-registered · CRD #152242
Clear Harbor Asset Management, LLC is an SEC-registered investment advisory firm in Stamford, CT managing $2.1B across 1.9k client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
1.9k
Advisory staff
18
Fee model
Fee-based
How Clear Harbor Asset Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Clear Harbor Asset Management, LLC
How much does Clear Harbor Asset Management, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Clear Harbor Asset Management, LLC reports $2.1B in regulatory assets under management across roughly 1.9k client accounts.
How does Clear Harbor Asset Management, LLC charge?
Clear Harbor Asset Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Clear Harbor Asset Management, LLC a fiduciary?
Yes. Clear Harbor Asset Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #152242), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Clear Harbor Asset Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Clear Harbor Asset Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Clear Harbor Asset Management, LLC's public SEC Form ADV filing (CRD #152242, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Clear Harbor Asset Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Clear Harbor Asset Management, LLC? Claim this profile.