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CLARA VISTA MANAGEMENT COMPANY LLC

NEW YORK, NY · CRD 335893 · IAPD ↗ · claravistapartners.com · (201) 218-3834

$169.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
September 2026 — CLARA VISTA MANAGEMENT COMPANY LLC (NEW YORK, NY) is newly SEC-registered with $169.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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