Clear SKY Advisers is based out of Bellaire. Clear SKY Advisers is a hedge fund with 14 clients and discretionary assets under management (AUM) of $1,043,157,929 (Form ADV from 2024-07-12). Whalewisdom has at least 10 13F filings
Business Description
The advisory business has been operating since November 2020 and is wholly owned by Omar Khawaja, John Segrich, Shawn Singh, and Ankur Sood. Shawn Singh is the Chief Executive Officer and sole managing member, giving him controlling authority over the business. The company currently has four types of clients: Clear Sky Funds, Private Funds, NCMAs, and other clients. The company's current principal investment strategies are discussed in Item 8.A of the Brochure.
The company and its Related Persons are not obligated to devote their full time to the business of Clients but are required to devote only such time and attention as is reasonably necessary to achieve the Client's investment objectives. The company and its Related Persons engage in other activities unrelated to the affairs of any particular Client, which could create a conflict of interest. The company strives to mitigate this potential conflict of interest by ensuring that it and its Related Persons allocate their time and effort fairly between all Clients.
Investment Strategy
The document outlines three principal investment strategies:
1. "Buy and hold" approach: This strategy involves holding investments for a relatively long period with minimal trading.
2. "Buy, hold and optimization" approach: This strategy seeks to enhance returns from a "buy and hold" approach by generating additional income through options or futures trading.
3. "Tactical" approach: This strategy involves active trading, often in response to market developments.
The document also mentions the possibility of engaging in additional strategies in the future, focusing on identifying attractive investment opportunities both within and outside the energy ecosystem.
Owners
- KHAWAJA, OMAR, MASOOD - CHIEF OPERATING OFFICER, DIRECTER OF OPERATIONS
- SINGH, SHAWN, RAJU - CHIEF EXECUTIVE OFFICER
- SOOD, ANKUR - CHIEF FINANCIAL OFFICER
- RYVKIN, ELIZABETH, VICTORIA - GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
- CAUMSETT HOLDINGS LLC - MEMBER
- ARMHAANS HOLDINGS LLC - MEMBER
- ADYA INVESTMENTS LLC - MEMBER
- KHAWAJA, OMAR, MASOOD - MANAGER
- SINGH, SHAWN, RAJU - MANAGER
- SOOD, ANKUR - MANAGER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|
2024-06-30
13F Holdings Summary
2024-06-30
13F Activity
| Market Value | $0, Prior: $0 |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | % |
| Turnover %[1] | % |
| Turnover Alt %[2] | % |
| Time Held Top 20 | quarters |
| Time Held Top 10 | quarters |
| Time Held All | 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.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30