CLEARVIEW INVESTMENT PARTNERS, LLC
A87
CRD 150046·SEC 801-70141·COSTA MESA, CA
AUM
$105.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$316K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $140.1M
'21 · $139.5M
'22 · $96.0M
'23 · $114.5M
'25 · $100.4M
'26 · $105.3M
'20'26
$140.1M → $105.3M▼ -25%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
4 advisors → 2 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (24)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaCosta Mesa, CA
First Interstate Bank of CaliforniaCosta Mesa, CA
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 69,184 |
| Returns | 5,580 |
Stub 2
| AGI | 187,032 |
| Returns | 5,020 |
Stub 3
| AGI | 237,577 |
| Returns | 3,840 |