Clarity Managed Account & Analytics Platform, LLC (New York)


Clarity Managed Account & Analytics Platform, LLC is an adviser based in New York. It manages $9.28 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015.

Clarity Managed Account & Analytics Platform provides selection of other advisers and business is closed. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clarity Managed Account & Analytics Platform: assets under management

The assets under management (AUM) of Clarity Managed Account & Analytics Platform, LLC is $9.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.32 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Clarity Managed Account & Analytics Platform, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James A Parrish serves?

The only and largest group of clients of James A Parrish is pooled investment vehicles with 4 clients and $9.28 million of assets under management. Among the 2 most similar advisory firms, Clarity Managed Account & Analytics Platform has the highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $9.28 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Clarity Managed Account & Analytics Platform doesn't advise any private funds.

Careers at Clarity Managed Account & Analytics Platform, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

James A Parrish has been acting as President since 1 Mar 2014. Bustan Trust joined the executive team most recently as the Member.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Kenneth Andrew Shewer Chairman & cio 1 Mar 2014 Other 2193290
David Konrad Spohr Chief operating officer & chief compliance officer 1 Mar 2014 Other 1507667
Llc Kenmar Olympia Managing member 1 Mar 2014 75% - 100% 46-5209819
James A Parrish President 1 Mar 2014 Other 6472810
James A Parrish President & chief compliance officer 1 Nov 2015 Other 6472810

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Gowland Trust Shareholder 1 Apr 2001 75% - 100% foreign
Gal Investment Management Limited Shareholder 1 Apr 2001 75% - 100% foreign
Commonwealth Trust Company Trustee 1 Sep 2011 Other 51-0009125
Community Bridge Corporation Shareholder 1 Oct 2013 75% - 100% foreign
Kay Industries Ltd. Shareholder 1 Oct 2013 75% - 100% foreign
Inc. C Gaia Member 1 Mar 2014 75% - 100% 32-0423584
C Gaia Inc. Member 1 Mar 2014 75% - 100% 32-0423584
Smp Partners Trustee 1 Jul 2014 75% - 100% foreign
Community Bridge Corporation Shareholder 1 Jan 2016 75% - 100% foreign
Eight Lights Investment Management Limited "A" Shares Shareholder 1 Jan 2016 75% - 100% foreign
Bustan Trust Member 1 Dec 2017 75% - 100% 80-6216823

Based in New York

The principal office where Clarity Managed Account & Analytics Platform, LLC performs its advisory services is located at 680 Fifth Avenue, New York, NY 10019 The mailing address of the firm is P.O. Box 5537, New York, NY 10185 5537. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 596-3480 or by fax 646-661-2443. The normal business hours are 9 am - 5 pm on Monday - Friday.