Clarivest Asset Management LLC
● SEC registered since 2006CRD 139785SEC# 801-66386San Diego, CA
Reg. AUM
$3.05B
Employees
17
Accounts
27
Location
San Diego, CA
Clarivest Asset Management LLC assets under management
Clarivest Asset Management LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2006. It reports $3 billion in regulatory assets under management and employs 17 people.
Clarivest Asset Management LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Raymond Vaughn Control | Chief Investment Officer - Non-U.s. And Global Strategies, Lead Portfolio Manager, Manager | Under 5% | 2006 |
| Eagle Asset Management Inc Control | Member | Over 75% | 2012 |
| Edward Rick IV Control | President, Manager | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Clarivest Asset Management LLC manage?
Clarivest Asset Management LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Clarivest Asset Management LLC have?
Clarivest Asset Management LLC reports 17 employees.
Where is Clarivest Asset Management LLC located?
Clarivest Asset Management LLC is based in San Diego, CA and has been SEC-registered since 2006.
Does Clarivest Asset Management LLC disclose fund performance?
Clarivest Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3611 Valley Centre Drive, Suite 100, San Diego, CA 92130 |
| Phone | 858-480-2440 |
| Office hours | 7:00a.m.-3:00p.m. Pacific |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1388167 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.05BNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$3.05Bregulatory AUM
Discretionary $3.05B