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CLEARLIGHT PARTNERS MANAGEMENT, LLC

NEWPORT BEACH, CA · CRD 157610 · IAPD ↗ · clearlightpartners.com · 949-725-6610

$390.3MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
March 2025 — CLEARLIGHT PARTNERS MANAGEMENT, LLC reported RAUM up 40% ($309.5M -> $433.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
March 2024 — CLEARLIGHT PARTNERS MANAGEMENT, LLC reported RAUM up 50% ($206.6M -> $309.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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