Clearstream Capital LLC (New York)


Clearstream Capital LLC is an adviser based in New York. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

Clearstream Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clearstream Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Clearstream Capital serves?

The only and largest group of clients of Clearstream Capital is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 0 most similar advisory firms, Clearstream Capital has the 0th lowest percentage of pooled investment vehicles out of all clients.

None of the firm’s clients are foreign persons or businesses.

Clearstream Capital also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Clearstream Capital LLC

The company employs 7 people that are either part- or full-time employees. 86 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 don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Clearstream Management Llc Managing member 1 Sep 2017 75% - 100% 82-1155085
Andrew William Ward Managing partner / ceo 1 Sep 2017 Other 1987712
Michael (Nmn) George Managing partner / coo / cco 1 Sep 2017 Other 4239942

Based in New York

The principal office where Clearstream Capital LLC performs its advisory services is located at 280 Park Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-266-2150. The normal business hours are 8:00 am - 5: 00 pm on Monday - Friday. You can find more information about the New York firm at clearstreamcapital.com.