Clear Street - Solutions for Family Offices

~$20bn

notional/day

~$12.5bn

customer balances

~99.5%

client retention

99.95%

uptime

1,000+

Clear Street institutional clients

The Clear Street Difference

Unified Account

Trading, positions, P&L and intraday margin across equities, options and futures on one ledger with high STP and reliable uptime.

Discretion & Privacy

Shift from electronic to high-touch or outsourced models for blocks and special situations while maintaining anonymity.

Institutional Leverage

Portfolio margin, continuous netting and access to repo/stock loan on the same rails as execution and clearing.

Reporting for Principals

Consolidated statements, exportable routing detail and audit trails aligned to oversight needs.

Key Services for Family Offices

Institutional-grade building blocks for Family Offices that want partner consolidation, leverage and oversight.

High-Touch Trading

Seasoned desk for blocks and sensitive orders, coordinated end-to-end alongside your electronic flow, 24x6.

Low-Touch Trading

Direct market access and smart routing across lit/dark venues for efficient, repeatable execution.

Clearing

Consolidate multi-asset activity with real-time transparency into balances, collateral and exposures.

Derivatives

Listed options/futures execution with multi-leg support and integrated risk/margin views.

Outsourced Trading

A technology-led desk that augments or fully runs execution to add capacity and anonymity without fixed overhead.

Portfolio Margin & Risk

Cross-asset portfolio margin with continuous netting and intraday visibility in Clear Street Studio.

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.

Can we consolidate activity into a single account structure?

Yes. We provide a single, multi-asset account with unified books and records so positions, P&L and margin are visible in real time across equities, options and futures.

Do you support discretion or anonymity for sensitive trades?

Yes. You can switch between electronic, high-touch and outsourced trading models, maintaining anonymity while the same rails handle post-trade and reporting.

What reporting will principals receive?

Consolidated statements, routing detail, allocations and margin are exportable on demand or on schedule for oversight and board-level materials.

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).

Solutions for Family Offices