Key facts
- Status: Privately Held (no backing).
Leadership
- Catherine WoolstonDirector
- Jacques CattierPortfolio Manager
- James TaliaferroPortfolio Manager
- Matthew SextonDirector, Investment Planning & Wealth Strategy
- ·Watchlist + deal alerts for Clear Harbor Asset Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Clear Harbor Asset Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Clear Harbor Asset Management
Operator of an asset management company intended to merge first-class, holistic wealth management advice with market-leading investment strategy and execution and cutting-edge customer-facing technology. The company provides financial solutions on behalf of individuals, families, foundations, endowments, associations, corporations, and retirement plans.
- Sector
- Financial Services
- HQ
- Stamford, CT, United States
- Employees
- 20
- Website
- clearharboram.com/
- Ownership
- Privately Held (no backing)
Clear Harbor Asset Management 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 Clear Harbor Asset Management 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 Clear Harbor Asset Management in its N-PORT filings yet. We sweep new filings monthly.