Clearalpha Technologies Lp
- Regulatory AUM
- $932M
- Discretionary
- $932M
- Clients
- 3
- Avg AUM / client
- $311M
- Accounts
- 3
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 74 positions, $48,644,460)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Cbre Group Inc | CL A | $2,663,685 | 19,664 | 5.48% | 0.29% |
| 2 | Sysco Corp | COM | $2,237,123 | 31,363 | 4.6% | 0.24% |
| 3 | Blackrock Inc | COM | $2,232,129 | 2,321 | 4.59% | 0.24% |
| 4 | Cencora Inc | COM | $1,938,558 | 6,171 | 3.99% | 0.21% |
| 5 | Hub Group Inc | CL A | $1,758,788 | 48,801 | 3.62% | 0.19% |
| 6 | Waste Connections Inc | COM | $1,664,035 | 10,244 | 3.42% | 0.18% |
| 7 | Ryan Specialty Holdings Inc | CL A | $1,599,647 | 47,411 | 3.29% | 0.17% |
| 8 | Micron Technology Inc | COM | $1,449,671 | 4,291 | 2.98% | 0.16% |
| 9 | Performance Food Group Co | COM | $1,409,364 | 16,453 | 2.9% | 0.15% |
| 10 | Shell Plc | SPON ADS | $1,177,752 | 12,664 | 2.42% | 0.13% |
| 11 | Halliburton Co | COM | $1,141,198 | 29,269 | 2.35% | 0.12% |
| 12 | Pentair Plc | SHS | $1,115,095 | 12,801 | 2.29% | 0.12% |
| 13 | Capital One Finl Corp | COM | $1,044,229 | 5,724 | 2.15% | 0.11% |
| 14 | Lennar Corp | CL A | $1,014,552 | 11,683 | 2.09% | 0.11% |
| 15 | Emerson Elec Co | COM | $951,205 | 7,260 | 1.96% | 0.1% |
| 16 | Skyworks Solutions Inc | COM | $942,319 | 17,597 | 1.94% | 0.1% |
| 17 | Lennox Intl Inc | COM | $924,083 | 1,991 | 1.9% | 0.1% |
| 18 | Tenable Hldgs Inc | COM | $799,690 | 47,277 | 1.64% | 0.09% |
| 19 | Fidelity Natl Finl Inc | COM SHS | $747,599 | 16,119 | 1.54% | 0.08% |
| 20 | Cnh Indl N V | SHS | $740,300 | 67,300 | 1.52% | 0.08% |
| 21 | Bp Plc | SPONSORED ADR | $706,504 | 15,032 | 1.45% | 0.08% |
| 22 | Teledyne Technologies Inc | COM | $687,291 | 1,136 | 1.41% | 0.07% |
| 23 | S&P Global Inc | COM | $685,223 | 1,611 | 1.41% | 0.07% |
| 24 | Genuine Parts Co | COM | $646,344 | 6,112 | 1.33% | 0.07% |
| 25 | Ares Management Corporation | CL A COM STK | $641,617 | 5,881 | 1.32% | 0.07% |
Top 25 of 74 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $932M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $965M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Niche Plus Master Fund Ltd master | Hedge Fund | Cayman Islands | $965M | 12 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hurst, Brian, Keith | Ceo/Limited Partner | Jun 2021 (5y) | ≈ 0% – 3.75% via Clearalpha Gp Llc | |
| Terretta, Michael, Sean | Cco/Cto/Coo/Limited Partner | Jan 2022 (5y) | 10% – 25% | |
| Wiesel, S., Elisha | Cro/Limited Partner | Mar 2023 (3y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clearalpha Gp Llc | General Partner | Jun 2021 | A | Less than 5% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hurst, Brian, Keith: 50% – 75% of Clearalpha Gp Llc × 0% – 5% direct ≈ 0% – 3.75% 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, $965M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Niche Plus Master Fund Ltd | Hedge Fund | $965M | $50.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.27 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
- • Performance-based fees
- • Other fees
- • PASS-THROUGH REIMBURSEMENT
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 30, 2026.
View current Form ADV (SEC/IAPD) ↗