Clarity Managed Account & Analytics Platform, LLC (New York)

Clarity Managed Account & Analytics Platform, LLC is an adviser based in New York. It manages $9.28 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015.

Clarity Managed Account & Analytics Platform provides selection of other advisers and business is closed. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clarity Managed Account & Analytics Platform: assets under management

The assets under management (AUM) of Clarity Managed Account & Analytics Platform, LLC is $9.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.32 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clarity Managed Account & Analytics Platform, 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.

What kind of clients James A Parrish serves?

The only and largest group of clients of James A Parrish is pooled investment vehicles with 4 clients and $9.28 million of assets under management. Among the 2 most similar advisory firms, Clarity Managed Account & Analytics Platform has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $9.28 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Clarity Managed Account & Analytics Platform doesn't advise any private funds.

Careers at Clarity Managed Account & Analytics Platform, LLC

The company employs 4 people that are either part- or full-time employees. 75 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 receive compensation from other entities for client referrals.

James A Parrish has been acting as President since 1 Mar 2014. Bustan Trust joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Andrew Shewer	Chairman & cio	1 Mar 2014	Other	2193290
David Konrad Spohr	Chief operating officer & chief compliance officer	1 Mar 2014	Other	1507667
Llc Kenmar Olympia	Managing member	1 Mar 2014	75% - 100%	46-5209819
James A Parrish	President	1 Mar 2014	Other	6472810
James A Parrish	President & chief compliance officer	1 Nov 2015	Other	6472810

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Gowland Trust	Shareholder	1 Apr 2001	75% - 100%	foreign
Gal Investment Management Limited	Shareholder	1 Apr 2001	75% - 100%	foreign
Commonwealth Trust Company	Trustee	1 Sep 2011	Other	51-0009125
Community Bridge Corporation	Shareholder	1 Oct 2013	75% - 100%	foreign
Kay Industries Ltd.	Shareholder	1 Oct 2013	75% - 100%	foreign
Inc. C Gaia	Member	1 Mar 2014	75% - 100%	32-0423584
C Gaia Inc.	Member	1 Mar 2014	75% - 100%	32-0423584
Smp Partners	Trustee	1 Jul 2014	75% - 100%	foreign
Community Bridge Corporation	Shareholder	1 Jan 2016	75% - 100%	foreign
Eight Lights Investment Management Limited "A" Shares	Shareholder	1 Jan 2016	75% - 100%	foreign
Bustan Trust	Member	1 Dec 2017	75% - 100%	80-6216823

Based in New York

The principal office where Clarity Managed Account & Analytics Platform, LLC performs its advisory services is located at 680 Fifth Avenue, New York, NY 10019 The mailing address of the firm is P.O. Box 5537, New York, NY 10185 5537. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 596-3480 or by fax 646-661-2443. The normal business hours are 9 am - 5 pm on Monday - Friday.