Clear Harbor Asset Management
Financial Services • 
Stamford, Connecticut, United States • 11-20 Employees
Company overview
| Headquarters | 263 Tresser Blvd, 15th Floor, Stamford, CT 06901, US |
| Phone number | +12128677310 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Key Contacts at Clear Harbor Asset Management
Matthew W. Sexton
Director-Financial Planning & Investment Strategy
Aaron Kennon
Co-Founder And Chief Executive Officer
Kirstin Mobyed
Director
Clear Harbor Asset Management Email Formats
Clear Harbor Asset Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@clearharboram.com), used 90.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@clearharboram.com | 90.9% |
{first initial} | j@clearharboram.com | 9.1% |
About Clear Harbor Asset Management
Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in Stamford, CT. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. The firm provides financial solutions on behalf of individuals, families, foundations, endowments, associations, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit, and an unwavering dedication to our clients and our fiduciary responsibilities. The firm is owned entirely by its employees—a team of veteran financial professionals with unparalleled breadth of knowledge and experience. Our team works closely with clients to protect and grow their wealth through best-in-class service and comprehensive financial advice. Our investment managers and advisors work together to allocate capital among and within asset classes based on a comprehensive understanding of specific wealth management objectives and each client’s risk tolerance. We strive to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each client’s tax and legal advisors. Clear Harbor is unencumbered by the types of legacy challenges that many firms face and instead maintains a culture of collaboration and a process of open architecture across a range of products and services. Our people are what make Clear Harbor the destination of choice for clients seeking personal attention, transparency, and a relationship rooted in trust. We look forward to continuing our conversations in the years ahead and to building a partnership with each of our clients that will help them reach their unique financial goals.
Clear Harbor Asset Management revenue & valuation
| Annual revenue | $10,400,000 |
| Revenue per employee | $573,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Clear Harbor Asset Management has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Clear Harbor Asset Management has never raised funding before.
Clear Harbor Asset Management Tech Stack
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