Clearmark Partners, LLC is a large advisory firm based in Hicksville. It manages $431.48 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Delaware, New York, and Texas.
Clearmark Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clearmark Partners, LLC is $431.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Clearmark Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and pension and profit sharing plans. The largest group of clients of Clearmark Partners is insurance companies with 3 clients and $430.74 million of assets under management. Among the 8 most similar advisory firms, Clearmark Partners has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $431.48 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Clearmark Partners doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Llc Hillcrest Capital Advisors joined the executive team most recently as the Beneficial Owner.
The principal office where Clearmark Partners, LLC performs its advisory services is located at 25 Newbridge Road, Ste 202, Hicksville, NY 11801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-644-5007. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at clearmarkpartners.com.