Clearview Investment Partners, LLC
● SEC registered since 2009CRD 150046SEC# 801-70141Costa Mesa, CA
Reg. AUM
$105.3M
Employees
3
Accounts
374
Location
Costa Mesa, CA
Clearview Investment Partners, LLC assets under management
Clearview Investment Partners, LLC operates as an SEC-registered investment adviser based in Costa Mesa, CA. The firm has been registered since 2009. It reports $105.3 million in regulatory assets under management and employs 3 people.
Clearview Investment Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Gordon Hobbs Control | Member/Chief Compliance Officer | 25-50% | 2009 |
| Ray Matthew Lombardo Control | Member | 50-75% | 2009 |
| Rhondi Eitreim Sandblom | Member | 10-25% | 2021 |
Frequently asked questions
How much does Clearview Investment Partners, LLC manage?
Clearview Investment Partners, LLC reports $105.3 million in regulatory assets under management on its Form ADV.
How many employees does Clearview Investment Partners, LLC have?
Clearview Investment Partners, LLC reports 3 employees.
Where is Clearview Investment Partners, LLC located?
Clearview Investment Partners, LLC is based in Costa Mesa, CA and has been SEC-registered since 2009.
Does Clearview Investment Partners, LLC disclose fund performance?
Clearview Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3151 Airway Avenue, Suite H-1, Costa Mesa, CA 92626 |
| Phone | 949-200-1560 |
| Fax | 949-200-1546 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.3M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$105.3Mregulatory AUM
Discretionary $105.3M