Clearalpha Technologies Lp

ClearAlpha Technologies LP, a registered investment adviser, was established in 2021 and is based in Greenwich, CT. The firm specializes in providing discretionary investment advisory services to private pooled investment vehicles and institutional investors. ClearAlpha aims to achieve capital appreciation by diversifying investments across various strategies managed by internal and external investment teams. The firm has $885 million in discretionary regulatory assets under management as of December 31, 2024. ClearAlpha does not charge fees for non-discretionary services and does not participate in wrap fee programs. The firm is a fiduciary and is registered with the SEC. Clients of ClearAlpha have investment discretion, allowing the firm to buy and sell securities on their behalf. ClearAlpha has custody over the Fund's assets and has implemented policies to safeguard client assets. The firm does not compensate third parties for client referrals and does not engage in principal transactions. ClearAlpha has a Code of Ethics in place, and employees may hold interests in the Fund. The firm has discretion to vote proxies on behalf of the Fund and monitors class action recoveries. ClearAlpha does not have authority to vote proxies for non-discretionary clients. The firm's financial condition is stable, and it has not been subject to bankruptcy petitions.