Clara Vista Management Company Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 335893
· SEC file 801-136920
· New York, NY
· claravistapartners.com
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ADV data as of Jun 29, 2026
- Regulatory AUM
- $169M
- Discretionary
- $169M
- Clients
- 8
- Avg AUM / client
- $21.2M
- Accounts
- 8
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $169M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • MANAGEMENT FEES BASED LPA/OA
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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗