Key facts
- Clarfeld Financial Advisors’s last known valuation is $110.0M.
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Clarfeld Financial Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Clarfeld Financial Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Clarfeld Financial Advisors
Provider of investment and financial planning services. The company develops sophisticated asset allocation models for single security concentrated portfolios, thereby enabling high-net-worth individuals and institutions to overcome complex financial, estate and tax planning and compliance situations.
- Sector
- Financial Services
- HQ
- Tarrytown, NY, United States
- Employees
- 80
- Ownership
- Acquired/Merged
Clarfeld Financial Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Clarfeld Financial Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Clarfeld Financial Advisors in its N-PORT filings yet. We sweep new filings monthly.