Clear Sky Financial, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Prosper, TX. Its latest Form ADV filing, dated March 30, 2026, reports $141M in regulatory assets under management, 3 employees, and 298 accounts.
Assets Under Management
$141M
Employees
3
Offices
--
Total Clients
126
Primary office
PROSPER, TX
130 N. PRESTON ROAD, SUITE 344, PROSPER, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
90
2
HNWI
27.8%
35
3
Other Advisers
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 30, 2026
Discretionary100.0%
$141M
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$141M
Total Accounts298
10Y AUM Change+$35M (+33.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee42:1
10Y Employee Change0 (0.0%)
* 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.