# CLARIVEST ASSET MANAGEMENT LLC

CLARIVEST ASSET MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 139785
- Type: SEC-registered investment adviser
- SEC file number: 801-66386
- Location: 3611 VALLEY CENTRE DRIVE, SUITE 100, SAN DIEGO, CA, 92130
- Phone: 858-480-2440
- Latest filing: 2026-06-02
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 17
- Accounts: 27

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| Edward Rick Iv | PRESIDENT, MANAGER | — |
| Eric Christian Wilwant | MANAGER | — |
| Thomas Alan James | CHAIRMAN CEO | — |
| David Raymond Vaughn | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | — |
| Todd Nathan Wolter | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | — |
| Matthew B Orton | MANAGER | — |
| Javier A Alvarez | CHIEF COMPLIANCE OFFICER | — |
| JAMES THOMAS ALAN | CHAIRMAN CEO | — |
| GREENWOOD PAUL RICHARD | MEMBER | — |
| MATHAI JOHN DAVID | MEMBER | — |
| MATHAI ROBERT WILLIAM | MEMBER | — |
| LOVELL JEFFREY DALE | CO-MANAGING MEMBER | — |
| MINNICK JAMES EDWARD | CO-MANAGING MEMBER; MANAGER | — |
| NEWCOM JENNINGS JAY | MANAGER | — |
| NUTT STACEY ROSS | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER; MEMBER | — |
| JACOBSON JEFF A | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER; MEMBER | — |
| VAUGHN DAVID RAYMOND | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER; MANAGER; MEMBER | — |
| PAVAN DAVID J | MANAGER; MEMBER | — |
| WOLTER TODD NATHAN | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER; MANAGER; MEMBER | — |
| FENG CHENYANG FRANK | MEMBER | — |
| TRAN AERUS | MEMBER | — |
| JAMES CROFT W | MANAGER | — |
| KANG DANNY ALLAN | MANAGER; SOLE MEMBER; SOLE MEMBER, SOLE MANAGER (+1 more) | — |
| BARZAL TIFFANY ANN | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; MEMBER | — |
| ALVAREZ MARCELO A | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139785/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139785/similar
- Related entities: https://search.stillhousedata.com/firm/139785/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139785

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.