CLARITY CAPITAL PARTNERS LLC
CLARITY CAPITAL PARTNERS LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 129898). Regulatory assets under management: $437.7M.
Registration
- CRD: 129898
- SEC file number: 801-62893
- Type: Registered investment adviser
- Location: 5000 BIRCH STREET, STE 100, NEWPORT BEACH, CA, 92660
- Phone: 800-805-7526
- Latest filing: 2025-07-17
- Regulatory AUM: $437.7M
- Discretionary AUM: $389.4M
- Non-discretionary AUM: $48.3M
- Clients: 7
- Accounts: 1,113
Business model
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| Todd Allen Rustman | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | Newport Beach, CA |
| RUSTMAN TODD ALLEN | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| SLATER-GAUTREAU BRITTANY DANIELLE | CHIEF COMPLIANCE OFFICER& MANAGING DIRECTOR | — |
Disclosures (3)
| Initiated | Type | Allegations | Status | Amount |
|---|
| — | regulatory | — | — | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| CLARITY CAPITAL PARTNERS NEXT GEN MODEL, LLC | Private Equity Fund | Delaware | 41 | $8.1M | $250K |
Branch offices (2)
| City | State | Employees | Phone |
|---|
| BELLEVUE | WA | 2 | 800-805-7526 |
| BELLEVUE | WA | 2 | 800-805-7526 |
Fund service providers (1)
- administrator: NAV CONSULTING
More on this firm