Clarity Holdings, LLC is an adviser based in Chicago. It manages $53.99 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Illinois.
Clarity Holdings provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clarity Holdings, LLC is $53.99 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Clarity Holdings, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Henry Harper has been acting as President since 1 Jul 2007. Kathleen Mae Merkle joined the executive team most recently as the Chief Compliance Officer, Chief Administrative Officer.
The principal office where Clarity Holdings, LLC performs its advisory services is located at 221 N. Lasalle Street, Chicago, IL 60601, 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 312-628-6700 or by fax 312-628-6710. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.thirdrivercap.com.