Adviser Profile

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

Adviser Type

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees