| As of Date | 09/30/2026 |
| Registration status | Registration Changed to CLEARLEAF FINANCE LLC |
| ADV Location | LOUISVILLE, KY, United States |
| Contact Info | 888 xxxxxxx |
| AUM* | 45,403,762 1% |
| of that, discretionary | 45,403,762 1% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 45,403,762 1% |
| SMA’s | No |
| Private Funds | 0 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees