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CLEARSHARES
Clearshares is an ETF issuer offering daily-transparent, actively managed funds for institutional allocators and RIAs.
CLEARSHARES
ClearShares LLC is an SEC-registered investment adviser in Marco Island, FL, registered since 2011. The firm manages approximately $382 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Sector focus
Frequently asked questions
What is Clearshares' structure — does it manage the portfolios directly or operate as a white-label platform?
Clearshares operates primarily as a platform that wraps third-party investment strategies into its transparent ETF structure. The portfolio management is performed by unaffiliated sub-advisors, while Clearshares provides the fund governance, regulatory compliance, and exchange listing. This means a Clearshares ETF's performance and process are attributable to the underlying manager, not to Clearshares itself.
How does Clearshares' transparency model differ from semi-transparent or non-transparent active ETFs?
Unlike semi-transparent active ETFs that disclose holdings monthly or quarterly with a lag, Clearshares' funds publish their full portfolio daily. This gives institutional allocators and RIAs same-day visibility into position-level changes, enabling precise risk monitoring, factor attribution, and tax-loss harvesting that would be impossible with delayed-disclosure structures.
Does Clearshares offer fixed-income or international equity ETFs, or is it purely domestic equity?
Clearshares has launched funds across multiple asset classes including US equities, international equities, and fixed income. The platform is not limited to a single asset class, though the number of funds has historically been narrow relative to large multi-strategy issuers.
Who handles distribution and investor relations for Clearshares funds?
Distribution is typically led by the sub-advisor or a designated third-party marketing agent, not by a dedicated Clearshares sales force. This follows from the platform model — Clearshares provides the fund wrapper, while the underlying asset manager leverages its own distribution relationships to bring the product to market.
Are Clearshares ETFs available to non-US investors or listed on foreign exchanges?
Clearshares funds are registered under the Investment Company Act of 1940 and listed on US exchanges. The firm has not publicly documented UCITS or other international fund structures accessible to non-US investors.
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