Clearview Investment Partners, LLC
Clearview Investment Partners, LLC is an SEC-registered mass-market adviser in Costa Mesa, CA with $105.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Clearview Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150046, SEC 801-70141, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $105.3M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Costa Mesa, CA
- Employees
- 3
- Clients
- 134
- CRD
- 150046
- Ownership
- HOBBS, KENNETH, GORDON; FLORES, ALAN, ALFREDO; BROWN, SCOTT, MICHAEL; INTERIM HOLDINGS, LLC; ARNOLD, KEVIN, BRIAN
How much AUM does Clearview Investment Partners, LLC have?
Clearview Investment Partners, LLC reported $105.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Clearview Investment Partners, LLC?
Disclosed owners and executives of Clearview Investment Partners, LLC include HOBBS, KENNETH, GORDON, FLORES, ALAN, ALFREDO, BROWN, SCOTT, MICHAEL, INTERIM HOLDINGS, LLC, ARNOLD, KEVIN, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.