Clearstream Investments, LLC (Boston)

Name: Clearstream Investments, LLC
Address: One State Street, Boston, MA, 02109
Telephone: 617-517-4010

Clearstream Investments, LLC is a large advisory firm based in Boston. It manages $560 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Massachusetts.

Clearstream Investments provides portfolio management for investment companies and 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.

Clearstream Investments: assets under management

The assets under management (AUM) of Clearstream Investments, LLC is $560 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $560 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clearstream Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Clearstream Investments, LLC performs its advisory services is located at One State Street, Boston, MA 02109, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-517-4010 or by fax 617-674-2484. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.gmbcap.com.

Clearstream Investments, LLC (Boston)

Clearstream Investments: assets under management

Fees & Commissions

Based in Boston

Registered investment advisers similar to Clearstream Investments, LLC