Clearshares LLC
● SEC registered since 2011CRD 157531SEC# 801-72414Marco Island, FL
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Duiske Holdiings, LLC Control | Member | 25-50% | 2023 |
| Frank J. Codey Control | Coo | Under 5% | 2019 |
| Grayscale Investments, LLC | Member | 10-25% | 2021 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 606 Bald Eagle Drive, Suite 608, Marco Island, FL 34145 |
| Phone | 212-292-0959 |
| Office hours | 9:00A - 5:00P |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$382.5MNo change
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