Multi-Family Office

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Clear Sky Advisors

Clear Sky Advisors is an RIA and multi-family office in Corona del Mar, CA, serving HNW families with investment management and financial planning.

Clear Sky Advisors

Clear Sky Advisors operates as a registered investment advisor (RIA) from its headquarters in Corona del Mar, California, with an additional office in Marina del Rey. The firm's founding date and founding principals are not publicly documented in accessible sources. It positions itself as a multi-family office, providing holistic financial planning and investment management to high-net-worth and ultra-high-net-worth families. The firm's investment approach likely includes asset allocation across traditional asset classes such as public equities and fixed income, alongside alternative investments including private real estate and structured products. The client base consists of families who require integration of tax strategy, estate planning, and philanthropic coordination. Geographic footprint is concentrated in Southern California. No total deployment, professional count, or recent operational events are publicly available. The firm maintains two offices in Southern California, both in coastal communities known for concentrations of private wealth. No adjacent philanthropic vehicles or operating businesses are identified in the public record. As an RIA operating as a multi-family office, Clear Sky Advisors sits at the intersection of financial planning and fiduciary wealth management. Its structural differentiator lies in its registered investment advisor status, which imposes a fiduciary duty to act in clients' best interests, a distinction from broker-dealer models. The firm does not publicly disclose AUM or client counts, maintaining a low public profile typical of boutique family offices serving a small number of families.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corona del Mar

Corporate office

Corona del Mar, CA, United States

Additional offices

Marina del Rey

Sector focus

Financial ServicesWealth ManagementPrivate Wealth

Frequently asked questions

Is Clear Sky Advisors a single family office or a multi-family office?

Clear Sky Advisors operates as a multi-family office, serving multiple high-net-worth and ultra-high-net-worth families. It is structured as a registered investment advisor (RIA) rather than a proprietary single-family office.

What services does Clear Sky Advisors provide?

The firm provides comprehensive financial planning and investment management. Services include asset allocation, tax strategy, estate planning, and philanthropic coordination, tailored to the needs of wealthy families.

Where is Clear Sky Advisors located?

The firm's headquarters are in Corona del Mar, California, with a second office in Marina del Rey. Both offices are in coastal Southern California communities.

Does Clear Sky Advisors publicly disclose its assets under management?

No, the firm does not publicly disclose its AUM. As an RIA, it may file Form ADV with the SEC, but specific AUM figures are not published in its public communications.

What types of clients does Clear Sky Advisors serve?

The firm serves high-net-worth and ultra-high-net-worth individuals and families, likely requiring coordinated wealth management across multiple asset classes and life stages.

What is Clear Sky Advisors' investment approach?

The firm constructs bespoke portfolios using traditional asset classes like public equities and fixed income, along with alternative investments such as private real estate and structured products. Details are not publicly disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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