CLAAR ADVISORS LLC

HTTP://WWW.CLAAR-ADVISORS.COM NEW YORK, NY Investment Advisor Hedge Fund How do I update this listing?

Claar Advisors is based out of New York. Claar Advisors is a hedge fund with discretionary assets under management (AUM) of $427,771,832 (Form ADV from 2017-03-09). Their last reported 13F filing for Q4 2019 included $284,976,000 in managed 13F securities and a top 10 holdings concentration of 67.26%. Claar Advisors's largest holding is Vanguard Total International Stock ETF with shares held of 1,615. Claar Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $284.976 Million
  • Prior Market Value $228.174 Million
  • New Purchases5 stocks
  • Additional Purchases7 stocks
  • Sold out of2 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 67.26 %
  • Turnover % [1]:22.58%
  • Turnover Alt % [2]: 8.50 %
  • Time Held Top20:4.00 quarters
  • Time Held Top10:4.80 quarters
  • Time Held All:6.06 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.6%
Performance Last 4 Quarters: 24.6%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CLAAR ADVISORS LLC
Classified as Hedge Fund
712 FIFTH AVENUE, 9TH FLOOR
NEW YORK NY    10019
Country: United States

Business Phone: 212-905-0190
Fax: 212-969-9064
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 0
Amount of client funds and securities by related persons: 427,772,000
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CLAAR ADVISORS LLC

ownership team - last updated 2017-03-09
Name Title Start Date Direct/Indirect % Ownership
CLAAR, GARY MANAGING MEMBER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC GENERAL PARTNER direct 2001-04-01
JANA PARTNERS LLC SENIOR ADVISOR direct 2012-07-01
JANA PARTNERS LLC NON-MANAGING MEMBER direct 2013-01-01
JANA PARTNERS LLC MEMBER direct 2013-01-01
CLAAR ADVISORS LLC TRUSTEE direct 2003-01-01
CLAAR ADVISORS LLC TRUSTEE indirect 2003-01-01
CLAAR ADVISORS LLC MANAGING MEMBER direct 2013-01-01
BERTUCCIO, CARRIE, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WYSER PRATTE MANAGEMENT CO INC CHIEF FINANCIAL OFFICER direct 1997-06-01
CLAAR ADVISORS LLC CHIEF COMPLIANCE OFFICER direct 2013-01-01
THE CLAAR FAMILY SPRAY TRUST/ CLAAR, GARY (TRUSTEE) MEMBER 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
CLAAR ADVISORS LLC MEMBER direct 2003-01-01
CLAAR ADVISORS LLC TRUSTEE direct 2003-01-01
CLAAR, GARY TRUSTEE THE CLAAR FAMILY SPRAY TRUST 01/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
JANA PARTNERS LLC GENERAL PARTNER direct 2001-04-01
JANA PARTNERS LLC SENIOR ADVISOR direct 2012-07-01
JANA PARTNERS LLC NON-MANAGING MEMBER direct 2013-01-01
JANA PARTNERS LLC MEMBER direct 2013-01-01
CLAAR ADVISORS LLC TRUSTEE direct 2003-01-01
CLAAR ADVISORS LLC TRUSTEE indirect 2003-01-01
CLAAR ADVISORS LLC MANAGING MEMBER direct 2013-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CLAAR MASTERFUND LP United States 805-4092271266 Hedge Fund 427,771,832 1,000,000 Master Fund

WhaleScore history for CLAAR ADVISORS LLC

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