Clarivor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,407,725
Clients
0
Advisors
1
of 1 employees
Firm type
Investment Manager
May not manage individual clients
Clients per advisor
0
Average account size
—
About
Clarivor provides fee-based, internet-delivered portfolio management and a proprietary web-based software platform that lets users view recommendations, back-tested performance, and risk scenario analysis. The firm constructs portfolios primarily using exchange-listed options, ETFs and stocks, and offers both discretionary management and non-discretionary, software-driven access to strategies.
The firm’s investment approach is systematic and rule-based, using empirical, statistical and scenario analysis to design option-centric strategies—such as protection, yield/income, and equity-replacement overlays—that are back-tested by its strategy engine. Clients may subscribe to the software to select and implement customized portfolios or authorize Clarivor to manage model or customized portfolios on their behalf, with daily monitoring signals generated by the platform.
Compared with many peers, Clarivor explicitly offers services to other investment advisers and to individual clients across wealth levels, in addition to institutional investors, and provides a flat-fee software licensing option alongside AUM-based management. The firm also discloses the use of artificial intelligence tools in its software development and systems administration and emphasizes automated, quantitative portfolio construction and risk management.
Client services
Portfolio management
Investment advice delivered through proprietary software
Investment advice delivered through proprietary software
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Up to $5,000 per month, depending on complexity, assets under management, and number of accounts
Main office location
Clarivor
New York NY, United States
Number of offices
1
Most active in
Clarivor has reported serving >5 clients in these states in the last 12 months.
New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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