CLEARVIEW INVESTMENT PARTNERS, LLC

CRD 150046File 801-70141

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$105.3M

Bottom 25% of cohort (national)

Discretionary AUM

$105.3M

Clients

134

374 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 23, 2009
Principal office: 3151 AIRWAY AVENUE, SUITE H-1, COSTA MESA, CA, 92626
Phone: 949-200-1560
Website: HTTP://WWW.CVIEWIP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $105.3M
Discretionary AUM: $105.3M
Non-discretionary AUM: $0
Discretionary accounts: 374
Non-discretionary accounts: 0
Total accounts: 374
AUM per client: $786K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$47K
High net worth individuals	55	$53.9M
Individuals (other than high net worth individuals)	78	$51.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.