CLEAR INVESTMENT RESEARCH, LLC

HTTP://CLEARINVESTMENTRESEARCH.COM/ ALPHARETTA, GA Investment Advisor How do I update this listing?

Clear Investment Research is based out of Alpharetta. Clear Investment Research is a large advisory firm with 70 clients and discretionary assets under management (AUM) of $122,364,554 (Form ADV from 2020-06-29). Their last reported 13F filing for Q2 2020 included $46,649,000 in managed 13F securities and a top 10 holdings concentration of 63.49%. Clear Investment Research's largest holding is iShares iBoxx $ High Yield Corp Bond ETF with shares held of 61,943. Whalewisdom has at least 22 13F filings

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06/30/2020

13F Activity

  • Market Value $46.649 Million
  • Prior Market Value $41.119 Million
  • New Purchases6 stocks
  • Additional Purchases36 stocks
  • Sold out of11 stocks
  • Reduced holdings in37 stocks
  • Top 10 Holdings % 63.49 %
  • Turnover % [1]:14.05%
  • Turnover Alt % [2]: 4.58 %
  • Time Held Top20:14.30 quarters
  • Time Held Top10:12.30 quarters
  • Time Held All:10.26 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.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.47%
Performance Last 4 Quarters: -7.81%
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

CLEAR INVESTMENT RESEARCH, LLC
284 S. MAIN STREET SUITE 900
ALPHARETTA GA    30009
Country: United States

Business Phone: 678-293-8667
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Pension consultant
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 70
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
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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CLEAR INVESTMENT RESEARCH, LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
JENNINGS, JOSEPH, BRIAN PRINCIPAL AND CHIEF COMPLIANCE OFFICER 08/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
INSTITUTIONAL TRUST CO. TRUST OFFICER direct 1996-02-01
CLEAR INVESTMENT RESEARCH, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2014-08-01
CLEAR INVESTMENT RESEARCH, LLC MANAGING PARTNER direct 2014-08-01 2014-08-20
CLEAR INVESTMENT RESEARCH, LLC MANAGING MEMBER direct 2014-08-01 2015-05-12
CLEAR INVESTMENT RESEARCH, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2014-08-01 2015-12-23

CLEAR INVESTMENT RESEARCH, LLC

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

CLEAR INVESTMENT RESEARCH, LLC

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
JENNINGS, JOSEPH, BRIAN PRINCIPAL AND CHIEF COMPLIANCE OFFICER 08/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
INSTITUTIONAL TRUST CO. TRUST OFFICER direct 1996-02-01
CLEAR INVESTMENT RESEARCH, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2014-08-01
CLEAR INVESTMENT RESEARCH, LLC MANAGING PARTNER direct 2014-08-01 2014-08-20
CLEAR INVESTMENT RESEARCH, LLC MANAGING MEMBER direct 2014-08-01 2015-05-12
CLEAR INVESTMENT RESEARCH, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2014-08-01 2015-12-23

CLEAR INVESTMENT RESEARCH, LLC

ownership team - last updated 2017-08-02
Name Title Start Date Direct/Indirect % Ownership
JENNINGS, JOSEPH, BRIAN PRINCIPAL AND CHIEF COMPLIANCE OFFICER 08/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
INSTITUTIONAL TRUST CO. TRUST OFFICER direct 1996-02-01
CLEAR INVESTMENT RESEARCH, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2014-08-01
CLEAR INVESTMENT RESEARCH, LLC MANAGING PARTNER direct 2014-08-01 2014-08-20
CLEAR INVESTMENT RESEARCH, LLC MANAGING MEMBER direct 2014-08-01 2015-05-12
CLEAR INVESTMENT RESEARCH, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2014-08-01 2015-12-23

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