Clearview Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Costa Mesa, CA. Its latest Form ADV filing, dated March 26, 2026, reports $105M in regulatory assets under management, 3 employees, and 374 accounts.
Assets Under Management
$105M
Employees
3
Offices
--
Total Clients
134
Primary office
COSTA MESA, CA
3151 AIRWAY AVENUE, SUITE H-1, COSTA MESA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.2% of total clients.
Top client categories% of clientsClients
1
Individuals
58.2%
78
2
HNWI
41.0%
55
3
Corporations
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of March 26, 2026
Discretionary100.0%
$105M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$105M
Total Accounts374
10Y AUM Change$-52M (-33.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee45:1
10Y Employee Change-4 (-57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.