Clear Street Group
Logotype for Clear Street Group Inc

Clear Street Group (CSIG) investor relations material

Clear Street Group has been private

Clear Street Group Registration Filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Clear Street Group Inc
Registration Filing summary20 Jan, 2026

Company overview and business model

  • Operates a cloud-native, end-to-end capital markets platform with a single real-time ledger, serving trading, risk management, and financing needs for sophisticated investors across asset classes and geographies.

  • Platform supports equities, options, futures, security-based swaps, FX, fixed income, and select digital assets, with modular proprietary applications and API connectivity.

  • Revenue is generated primarily from net financing (margin, stock loan, custody) and transaction fees (commissions, clearing, investment banking, pass-through fees).

  • Serves individuals, institutions, intermediaries, and corporates, with a focus on clients underserved by legacy infrastructure.

  • Platform architecture enables rapid onboarding, efficient financing, and deep integration, creating a compounding adoption flywheel.

Financial performance and metrics

  • Net revenues for the nine months ended September 30, 2025: $783.7M, up 160% YoY; net income: $157.2M.

  • FY 2024 net revenues: $463.6M, up 137% YoY; net income: $89.1M.

  • Adjusted EBITDA for the nine months ended September 30, 2025: $362.8M (46.3% margin); FY 2024: $142.9M (30.8% margin).

  • Average daily interest-bearing client balances grew 85% YoY to $13.0B for the nine months ended September 30, 2025.

  • Average daily volume for the nine months ended September 30, 2025: 588.6M shares/contracts, up 88% YoY.

  • As of September 30, 2025: total assets $72.7B; cash and cash equivalents $327.4M; total liabilities $71.8B.

Use of proceeds and capital allocation

  • Net proceeds from the IPO will be used for working capital, capital expenditures, general corporate purposes, and potential acquisitions.

  • No current intention to use proceeds to redeem Series A preferred stock.

  • Management has broad discretion over the application of proceeds.

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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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anuj283App Store
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@theshortbearx.com
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
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Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
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