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Jacques None Cattier

Clear Harbor Asset Management, LLC

Stamford, CT

CRD 5176997

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Employer firm

Clear Harbor Asset Management, LLC CRD 152242

$2.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Clear Harbor Asset Management, Llc

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-02-03
NY RA APPROVED 2023-02-01
  • CT RA
    APPROVED
    Since 2023-02-03
  • NY RA
    APPROVED
    Since 2023-02-01

Branch Locations

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Security Asset Management, Inc. New York NY 09/1997 Present
Clear Harbor Asset Management, Llc Stamford CT 12/2022 Present
Previous Registrations
  • 2021-09-08 → 2023-03-31
    Security Asset Management, Inc.
    New York, NY

View on SEC IAPD

Nearby Firms

COUNTERPOINTE INVESTMENT MANAGEMENT LLC
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LONGRANGE CAPITAL, L.P.

Nearby Investors

CLAUDINE ANTOINETTE SPENCE
RONALD JOHN SCHULER
PAUL JON ACKERLEY

Nearby Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT

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