Data / Investment advisers / California / Clarivest Asset Management LLC
Clarivest Asset Management LLC, San Diego, CA: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Clarivest Asset Management LLC is an SEC registered investment adviser with its main office in San Diego, California and reports $3 billion in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include investment companies, state and municipal governments and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Clarivest Asset Management LLC (CRD number 139785): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 139785
- SEC file number
- 801-66386
- SEC status
- Approved, effective March 9, 2006
- Main office
- 3611 Valley Centre Drive Suite 100, San Diego, CA 92130
- Phone
- (858) 480-2440
- Website
- clarivest.com
- Regulatory AUM
- $3,048,432,229 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $3,048,432,229
- Accounts
- 27
- Employees
- 17, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $1.97 billion |
| State or municipal government entities | 4 | $601.4 million |
| Pension and profit sharing plans | 4 | $318.3 million |
| Pooled investment vehicles | 7 | $153.4 million |
| Charitable organizations | 1 | $4.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $3.05 billion | December 17, 2025 |
| December 1, 2025 | $2.55 billion | December 26, 2024 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Globeflex Capital LP | San Diego | $4.60 billion | 4 | adviserinfo.sec.gov |
| Ipg Investment Advisors, LLC | San Diego | $4.14 billion | 1 | adviserinfo.sec.gov |
| Kingswood Wealth Advisors, LLC | San Diego | $3.80 billion | Not listed | adviserinfo.sec.gov |
| Neos Partners, LP | San Diego | $3.77 billion | 8 | adviserinfo.sec.gov |
| Counterpoint Funds | San Diego | $3.24 billion | Not listed | adviserinfo.sec.gov |
| LM Advisors LLC | San Diego | $2.88 billion | 1 | adviserinfo.sec.gov |
| Coastedge Partners, LLC | San Diego | $2.14 billion | 16 | adviserinfo.sec.gov |
| Madison Avenue Securities, LLC | San Diego | $2.02 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Clarivest Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.