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CLARIVEST ASSET MANAGEMENT LLC

SAN DIEGO, CA · CRD 139785 · IAPD ↗ · clarivest.com · 858-480-2440

$3.05BRegulatory AUM
10Advisory reps
17Employees
1Clients
n/aPlanning clients
0Private funds
2States
6Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
January 2025 — CLARIVEST ASSET MANAGEMENT LLC shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.