CLEARWATER CAPITAL PARTNERS
{{ Info.Overview }}
| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
Company Profile
| As of Date | 03/30/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 22 22.22% |
| of those in investment advisory functions | 14 16.67% |
| AUM* | 1,489,947,464 41.61% |
| of that, discretionary | 1,224,588,472 33.93% |
| Private Fund GAV* | 1,046,774,389 |
| Avg Account Size | 561,609 44.21% |
| High Net Worth | 26.25% 2.71% |
| SMA’s | Yes |
| Private Funds | 11 3 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
942M
807M
673M
538M
404M
269M
135M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count11 | GAV$1,046,774,389 |