Clearfield Capital Management Lp
- Regulatory AUM
- $240M
- Discretionary
- $240M
- Clients
- 3
- Avg AUM / client
- $80.1M
- Accounts
- 3
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $240M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $271M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Clearfield Master Fund Lp master | Hedge Fund | Cayman Islands | $271M | 63 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hilal, Philip, Joseph | Chief Investment Officer And Limited Partner Of Registrant | Sep 2014 (12y) | ≈ 56.25% – 100% via Clearfield Capital Management Gp Llc | |
| Kassel, Susan, Lawrence | Chief Compliance Officer & Chief Financial Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clearfield Capital Management Gp Llc | General Partner Of Registrant | Sep 2014 | A | 75% or more |
| Hilal Family 2014 Trust | Lmited Partner Of Registrant | Nov 2014 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hilal, Philip, Joseph: 75% – 100% of Clearfield Capital Management Gp Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $271M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Clearfield Master Fund Lp | Hedge Fund | $271M | $100K | 63 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗