AUMdb

Cleargate Capital Management, Lp

SEC-registered Investment Adviser CRD 338526 · SEC file 802-134439 · Chicago, IL · www.cleargatecp.com
☆ Save with Pro ADV data as of Feb 27, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
The Southern California Edison Company Retirement Plan Southern California Edison Company Rosemead, CA 2024

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
The Southern California Edison Company Retirement Plan Southern California Edison Company 8,726 $4.7B 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/27/2026 575 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.

View current Form ADV (SEC/IAPD) ↗