# CLEARSHARES LLC

CLEARSHARES LLC of MARCO ISLAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 157531
- Type: SEC-registered investment adviser
- SEC file number: 801-72414
- Location: 606 BALD EAGLE DRIVE, SUITE 608, MARCO ISLAND, FL, 34145
- Phone: 212-292-0959
- Latest filing: 2026-04-24
- Regulatory AUM: $382.5M
- Discretionary AUM: $382.5M
- Clients: 3
- Accounts: 3

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Frank J Codey | COO; MEMBER | Denver, CO |
| Walter Alan Gilmore | CHIEF COMPLIANCE OFFICER | Pennington, NJ |
| James Patrick Fortescue | MANAGING MEMBER | — |
| Thomas Edward Deegan | CEO; SOLE MEMBER | — |
| NG TIMOTHY CHAN | ELECTED MANAGER; MANAGING DIRECTOR | — |
| WISLAR ELLIOTT WAKEFIELD | ELECTED MANAGER | — |
| BISHOP JAMES DEFORREST | ELECTED MANAGER | — |
| GILMORE WALTER ALAN | CHIEF COMPLIANCE OFFICER | — |
| WISLAR JOHN B | ELECTED MANAGER | — |
| FRARY RICHARD SPENCER | ELECTED MANAGER | — |
| MAZZEO ROBERT LOUIS | ELECTED MANAGER | — |
| SALZMAN JEFFREY HAMILTON | ELECTED MANAGER | — |
| LEVITT JOHN BEN | MANAGING DIRECTOR | — |
| CODEY FRANK J | COO; MEMBER | — |
| FORTESCUE JAMES PATRICK | MANAGING MEMBER | — |
| DEEGAN THOMAS EDWARD | CEO; DIRECTOR; MEMBER (+1 more) | — |
| WISLAR JOHN BENTON | ELECTED MANAGER | — |
| Frank J. Codey | COO; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157531/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157531/similar
- Related entities: https://search.stillhousedata.com/firm/157531/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157531

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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.