FormDSignal
46

Clearleaf files as an exempt reporting adviser (Louisville, KY)

New exempt reporting adviser · CRD 288707 · 802-137689 · effective 2026-10-09

Effective 2026-10-09. Advises private funds. Limited Liability Company (KY).

Advises private fundsNo website listed

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Fund administration & audit

Registration history

  • 2026-10-09 — New exempt reporting adviser
  • 2026-10-09 — New state-registered adviser