Solutions for Capital Allocators

Connect with managers and ideas that are ready for institutional diligence. Clear Street pairs curated introductions with independent research and issuer access – all via modern rails that many managers already use for execution, clearing and risk. You get differentiated access and cleaner transparency without running the trading stack yourself.

Get in Touch

1,000+

Clear Street institutional clients

2,200+

YTD Investor to Manager interactions

~$12.5bn

customer balances

~$20bn

notional/day

~450mm

shares/day

~4%

U.S. equities market share

The Clear Street Difference

Emerging & Niche Access

Exposure to newer managers and specialty strategies you won’t be able to reach elsewhere.

Network Effects

Broad base of institutional clients and daily activity that expands research context and manager connectivity over time.

Diligence Efficiency

Managers on our rails provide cleaner books, routing details and audit trails, reducing operational due diligence lift.

Operational Transparency

Our single, cloud-native ledger for execution, clearing, financing and risk improves data quality, STP and uptime.

Key Services for Capital Allocators

Purpose-built touchpoints for sourcing, operations and ongoing coverage.

Capital Introduction

Targeted introductions to managers on our platform, structured to your mandate, strategy interests and pipeline cadence.

Equity Research

Actionable sector coverage and thematic notes you can use in screening, IC materials and ongoing monitoring.

Corporate Access

Direct conversations with company leadership – roadshows, investor days and bespoke meetings – to test and refine theses.

Investment Banking

Co-investment or syndication exposure on specific transactions run through the platform, where appropriate.

Frequently Asked Questions

Find answers here to some of the most frequently asked questions about our offering.

Have more specific questions? Contact us today.

How do I open an account with Clear Street?

Prospective clients can get in touch with our sales and onboarding team via our Contact page. A representative will reach out to discuss your execution, financing and clearing needs.

What makes Clear Street different?

Clear Street’s mission is to modernize capital markets and make them accessible to every sophisticated investor worldwide. We provide the technology, tools and service once reserved for Wall Street’s largest institutions, unifying client activity on a single, real-time end-to-end platform. Our infrastructure powers investors to scale today and will be the foundation on which markets will trade tomorrow.

How do you choose which managers to introduce?

We align to your mandate and pipeline needs, prioritizing managers with operational maturity and data quality – often those already using our platform for execution, financing and risk.

What does Clear Street’s equity research cover?

Clear Street provides independent coverage across disruptive technology, specialty finance, energy transition and healthcare/biotech, with reports you can plug into screening and IC workflows.

What do your corporate access services look like in practice?

Clear Street's approach to corporate access entails targeted outreach – investor days, roadshows and bespoke 1:1s – plus feedback loops to sharpen diligence and post-allocation engagement.

4 World Trade Center 150 Greenwich St Floor 45 New York, NY 10007
(646) 845-0036

Copyright © 2025 Clear Street LLC. All rights reserved.
Products and services are offered by Clear Street LLC as a Broker Dealer member FINRA and SIPC and a Futures Commission Merchant registered with the CFTC and member of NFA. Clear Street UK Limited is authorised and regulated in the United Kingdom by the Financial Conduct Authority and is a Category 1 member of the London Metals Exchange. Additional information about Clear Street is available on FINRA BrokerCheck, including its Customer Relationship Summary and NFA BASIC | NFA (futures.org).