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Clearshares LLC

● SEC registered since 2011CRD 157531SEC# 801-72414Marco Island, FL
Export (members)
Reg. AUM
$382.5M
Employees
3
Accounts
3
Location
Marco Island, FL

Clearshares LLC assets under management

Clearshares LLC is a registered investment adviser overseen by the SEC based in Marco Island, FL. The firm has been registered since 2011. It reports $382.5 million in regulatory assets under management and employs 3 people.

Clearshares LLC owners & executives

13 reported
NameTitleOwnershipSince
Duiske Holdiings, LLC ControlMember25-50%2023
Frank J. Codey ControlCooUnder 5%2019
Grayscale Investments, LLCMember10-25%2021
Jjkkp Holdings, LLCMember10-25%2020
The Colt Group, LLCMember10-25%2019
Thomas Edward Deegan ControlCeoUnder 5%2017
Walter Alan GilmoreChief Compliance OfficerUnder 5%2011
Base a LLC ControlMember25-50%2020
Digital Currency Group, Inc. ControlMemberOver 75%2013
Frank J. Codey ControlMemberOver 75%2009
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Frequently asked questions

How much does Clearshares LLC manage?

Clearshares LLC reports $382.5 million in regulatory assets under management on its Form ADV.

How many employees does Clearshares LLC have?

Clearshares LLC reports 3 employees.

Where is Clearshares LLC located?

Clearshares LLC is based in Marco Island, FL and has been SEC-registered since 2011.

Does Clearshares LLC disclose fund performance?

Clearshares LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address606 Bald Eagle Drive, Suite 608, Marco Island, FL 34145
Phone212-292-0959
Office hours9:00A - 5:00P
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$382.5MNo change
Feb '25 — $380.6MMar '25 — $380.6MApr '25 — $380.6MMay '25 — $380.6MJun '25 — $380.6MJul '25 — $380.6MAug '25 — $380.6MSep '25 — $380.6MOct '25 — $380.6MNov '25 — $380.6MDec '25 — $380.6MJan '26 — $380.6MFeb '26 — $380.6MMar '26 — $382.5MApr '26 — $382.5MMay '26 — $382.5MJun '26 — $382.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$382.5Mregulatory AUM
Discretionary $382.5M