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CLEARFIELD CAPITAL MANAGEMENT LP

CRD 174981File 801-81056
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$240.2M
Below cohort median (national)
Discretionary AUM
$240.2M
Clients
3
3 accounts
Employees
4
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Mar 9, 2015
Principal office
430 PARK AVENUE, 11TH FLOOR, NEW YORK, NY, 10022
Phone
212-468-5400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$240.2M
Discretionary AUM
$240.2M
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$80.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles3$240.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients43decreased by1
Apr 1, 2026AUM$280,513,524$240,200,778decreased by$40,312,746
Apr 1, 2026Accounts43decreased by1
May 1, 2025
vs Oct 1, 2022
Employees104decreased by6
May 1, 2025
vs Oct 1, 2022
AUM$491,802,031$280,513,524decreased by$211,288,507
Apr 1, 2022AUM$513,024,003$491,802,031decreased by$21,221,972
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CLEARFIELD CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARFIELD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.