# CLARAPHI ADVISORY NETWORK, LLC

CLARAPHI ADVISORY NETWORK, LLC of ALISO VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 165868
- Type: SEC-registered investment adviser
- SEC file number: 801-80575
- Location: 120 VANTIS DRIVE, SUITE 585, ALISO VIEJO, CA, 92656
- Phone: 949-215-0025
- Latest filing: 2023-12-01
- Regulatory AUM: $382.5M
- Discretionary AUM: $382.5M
- Clients: 8
- Accounts: 2,422

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| TANG ANDREW | EXECUTIVE VICE PRESIDENT | — |
| ROTH JONATHAN DAVID | MANAGER; MEMBER; MEMBER, MANAGER; PRESIDENT (+1 more) | — |
| MCPHERSON KATHLEEN MARGARET | CEO | — |
| EVANS DENISE MARIE | CHIEF COMPLIANCE OFFICER | — |
| MALONEY MAUREEN MELODEE | CHIEF COMPLIANCE OFFICER | — |
| NASR SEYYED VALIALLAH | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGER | — |
| GALLANT PIERRE TELLEX | CHIEF EXECUTIVE OFFICER; MEMBER MANAGING | — |
| GUINAN ROXANNA MARIE | SENIOR VP BUSINESS DEVELOPMENT | — |
| KLAASSEN SCOTT ALLEN | CHIEF OPERATIONS OFFICER | — |
| SHAVER LEILA MEHRIZI | CHIEF COMPLIANCE OFFICER | — |
| Dean Stephen | CHIEF INVESTMENT OFFICER | — |
| HUTCHENS MERIDITH LOUISE | CHIEF INVESTMENT OFFICER | — |
| DEAN STEPHEN ODELL | CHIEF INVESTMENT OFFICER | — |
| GALLANT ANDRE VINCENT | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | — |
| Gallant Andre | CHIEF FINANCIAL OFFICER AND CHIEF TECHNOLOGY OFFICER | — |
| DIALLO AMADOU | CEO AND CTO; CEO AND CTO; DIR OF HUMAN RESOURCES (06/22); CTO; DIR OF HUMAN RESOURCES (06/22) (+2 more) | — |
| Varela Logan Wood | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165868/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165868/similar
- Related entities: https://search.stillhousedata.com/firm/165868/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165868

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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.