CLEARROCK CAPITAL, LLC

clearrock-capital-llc-logo

ClearRock Capital LLC is an SEC-registered investment advisor. The firm develops endowment-style portfolios for its client base of individuals, endowments, and corporate retirement plans. The firm has a global macro orientation and provides a high level of client service. The portfolios are broadly diversified across multiple asset class and control risks, taxes, and costs. ClearRock Capital maintains offices in Palo Alto, CA, Idaho, and Oregon.

#SimilarOrganizations #People #More

CLEARROCK CAPITAL, LLC

Founded:
2008-01-01

Status:
Active

Contact:
877.726.8858

Email Addresses:
[email protected]

Technology used in webpage:
SPF Domain Not Resolving Microsoft Exchange Online Office 365 Mail Google Maps ReCAPTCHA Microsoft Azure DNS Google Google Maps API Google Cloud


Similar Organizations

aperio-logo

Aperio

Aperio Group is an SEC-registered investment adviser.

cambria-funds-logo

Cambria Funds

Cambria Funds is a SEC registered investment advisor.

menta-capital-logo

Menta Capital

Menta Capital is a SEC-registered investment advisor company.

Current Employees Featured

not_available_image

Lorraine Fox
Lorraine Fox Portfolio Manager @ ClearRock Capital, LLC
Portfolio Manager
2010-06-04

More informations about "ClearRock Capital, LLC"

Mercer Advisors Acquires ClearRock Capital, LLC - PR โ€ฆ

DENVER, July 1, 2020 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of ClearRock Capital, LLC ...See details»

About Leadership Development & Outplacement - ClearRock

Jessie Hanlon. Title: Senior Vice President, Delivery & Brand Excellence Role Summary: I support the mission, vision, and values of the organization by leading ClearRockโ€™s team of talented โ€ฆSee details»

Mercer Advisors Acquires ClearRock Capital, LLC

DENVER, July 1, 2020 /PRNewswire/ -- Mercer Global Advisors, Inc. ('Mercer Advisors'), a national Registered Investment Adviser (RIA), today annou...See details»

ClearRock - Products, Competitors, Financials, Employees, โ€ฆ

Mercer Advisors Acquires ClearRock Capital, LLC. Jul 1, 2020. Acquisition of ClearRock Capital, LLC (Registered Investment Adviser) opens Mercer Advisors' first location in Idaho News โ€ฆSee details»

Mercer Advisors Buys Two RIAs With Combined AUM Of Roughly โ€ฆ

Jul 1, 2020 The ever-acquisitive Denver-based company, which is the parent of registered investment advisor Mercer Global Advisors Inc., today announced its purchase of ClearRock โ€ฆSee details»

ClearRock - Leadership Development and Outplacement

ClearRock has been absolutely exceptional in their support of our transitioning employees. Our employees have told us they felt treated with respect and supported emotionally during a difficult time in their lives. I would highly โ€ฆSee details»

Clearrock Capital LLC (Ketchum) | Adviser Rankings - wallmine

Clearrock Capital LLC is a large advisory firm based in Ketchum. It manages $442.57 million of regulatory assets for 907 client accounts. It has been registered with the SEC as an adviser โ€ฆSee details»

ClearRock Capital, LLC - Contacts, Employees, Board ... - Crunchbase

ClearRock Capital LLC is an SEC-registered investment advisor.See details»

ClearRock Capital, LLC - Crunchbase

ClearRock Capital LLC is an SEC-registered investment advisor.See details»

ClearRock Capital, LLC Asset Profile | Preqin

ClearRock Capital, LLC: 01 Jul 2020 Displaying 1-1 of 1 Time to go Pro Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, โ€ฆSee details»

ClearRock Capital - Overview, News & Similar companies - ZoomInfo

Mercer Advisors Acquires ClearRock Capital, LLC DENVER, July 1, 2020 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), โ€ฆSee details»

Lonnie Dorn - ClearRock Capital LLC, San Francisco - AllPeople

Found 2 colleagues at ClearRock Capital LLC. There are 4 other people named Lonnie Dorn on AllPeople. Find more info on AllPeople about Lonnie Dorn and ClearRock Capital LLC, as well โ€ฆSee details»

Mercer to Buy $660 Million AUM ClearRock Capital - Wealth โ€ฆ

Jul 1, 2020 Just a day after announcing its acquisition of Beverly Hills, Calif.-based registered investment advisor Argosy Wealth Management, Mercer Advisors is at it again, with a deal to โ€ฆSee details»

ClearRock Capital, LLC - Tech Stack, Apps, Patents & Trademarks

ClearRock Capital LLC is an SEC-registered investment advisor.See details»

Mercer Advisors Buys $660 Million RIA - The DI Wire

Jul 2, 2020 Mercer Global Advisors Inc., a registered investment adviser, has acquired ClearRock Capital LLC, a wealth management firm headquartered in Sun Valley,See details»

ClearRock Capital - Products, Competitors, Financials, Employees ...

Mercer acquires $554 million RIA. Jul 1, 2020. Mercer acquires $554 million RIA ClearRock Capital marks the second acquisition for the advisory firm this week July 1, 2020 Mercer โ€ฆSee details»

Mark Eshman - Mercer Advisors

Nov 19, 2024 Prior to joining Mercer Advisors, Mark was Co-Founder, Chairman, and Chief Investment Officer of ClearRock Capital. He began his career in 1982 at Drexel, Burnham, โ€ฆSee details»

Oak Hill, Genstar-backed Mercer Global Advisors acquires โ€ฆ

Jul 1, 2020 ClearRock works with about 250 households with more than $660 million in assets.See details»

Mercer adds $660m with ClearRock Capital acquisition

Jul 2, 2020 As part of the deal, ClearRock co-founders Mark Eshman and James Everitt and their eight-member team will move to Mercer. Mercer Advisors vice chairman in charge of โ€ฆSee details»

linkstock.net © 2022. All rights reserved