Clarivest Asset Management

Clarivest Asset Management is an asset manager, specifically a registered investment adviser with the US Securities and Exchange Commission. The firm files Form ADV, which is required for firms managing outside capital, not single-family offices operating under the family office exemption. It manages institutional separate accounts and at least one private fund.

Clarivest pursues a fundamental equity strategy across multiple mandates. Per its SEC filings, the firm manages long-only equity portfolios and a long/short equity private fund, applying a bottom-up research process. The firm covers both US and international developed-market equities.

Clarivest's Form ADV lists institutional clients including pension and profit-sharing plans, alongside high-net-worth individuals. The dual offering of institutional separate accounts and a private fund indicates the firm serves both the RFP-driven institutional channel and the wealth-management intermediary channel.

Yes. Clarivest's SEC filings indicate the firm advises at least one private fund, which functions as a long/short equity vehicle. This sits alongside the firm's long-only separate account business, giving institutional allocators a way to access the firm's short-selling and concentrated long ideas in a pooled format.

Clarivest operates as a boutique equity manager with a small team of investment professionals, per its most recent Form ADV filing. The firm's ownership and investment committee structure are typically concentrated among a small number of senior professionals, consistent with the founder-led boutique model common in fundamental equity shops.