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2307 Watterson Trail Suite 200, Louisville, KY 40299 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-14 |
| KY | RA | APPROVED | 2021-07-23 |
Branch Locations
2307 Watterson Trail Suite 200, Louisville, KY 40299 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearleaf Finance Llc | Louisville | KY | 03/2013 | Present |
Kelmanson Holdings, LLC, investment-related, 2930 Rockbridge Road, Shelbyville KY 40065, consulting and private equity investment firm, Owner and Manager, start date - 12/2007, spend 10 hours per month during trading hours, duties involve evaluating and making investments. Purestone Loan Services LLC, not investment-related, 2307 Watterson Trail, Louisville KY 40299, servicing entity that assists predominately law firms or other third party purchasers of Tax Lien Certificates and others in the lien collections or payment processing industry, CEO, start date - 3/2013, spend 100 hours per month during trading hours, duties involve business administration and management. Vicandy Properties, LLC, not investment-related, 2307 Watterson Trail, Louisville KY 40299, residential rental property holding company that acquires and rents residential property, Owner and Member, start date - 9/2015, spend 10 hours per month during trading hours, duties involve business administration and management. LPAK Holdings, LLC, investment-related, 2930 Rockbridge Road, Shelbyville KY 40065, investment holding company for personal investments, Owner and Managing Member, start date - 6/2011, spend 2 hours per month during trading hours, duties involve managing investments. Clearleaf Capital LLC, investment-related pass-through entity, 2307 Watterson Trail, Louisville, KY 40299, established to support tax-exempt and other investors to become Noteholders and thus gain debt investor access to the Clearleaf Short Alternative Fund, L.P. without incurring negative tax consequences, serving as co-founder and co-managing member through LPAK Holdings, LLC starting December 2017, spending 8 hours per month, 8 hours during trading hours solely to invest as a limited partner in the Clearleaf Short Alternative Fund, L.P.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-07 |
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