AdvisorRanked
95
Clean

CLEARALPHA TECHNOLOGIES LP

1 SOUND SHORE DR, GREENWICH, CT 6830
Fiduciaryfee-onlySEC Registered
475-302-1900 www.clearalphatech.com CRD #325995
$932M
Assets Managed
6
Clients
21
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 3 years.

Firm Details

Legal NameCLEARALPHA TECHNOLOGIES LP
CRD Number#325995
SEC RegisteredYes
Registration Date2023-05-26
States RegisteredCT
Assets Under Management$932M
Number of Clients6
Employees21
Compensation Typefee-only
Last ADV Filing46111

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Frequently Asked Questions

Is CLEARALPHA TECHNOLOGIES LP a fiduciary?

Yes. CLEARALPHA TECHNOLOGIES LP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does CLEARALPHA TECHNOLOGIES LP charge clients?

CLEARALPHA TECHNOLOGIES LP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does CLEARALPHA TECHNOLOGIES LP have any complaints?

No. CLEARALPHA TECHNOLOGIES LP has zero complaints or disciplinary actions on file with the SEC or FINRA across 3 years of operation.

How does CLEARALPHA TECHNOLOGIES LP compare to other advisors in GREENWICH?

CLEARALPHA TECHNOLOGIES LP has a Red Flag Score of 95/100. There are 136 registered advisory firms in GREENWICH. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.