CLEARWATER CAPITAL PARTNERS

Company Profile

As of Date 03/30/2025
ADV Location Cayman Islands / United States, IL
Websites
AUM* 1,489,947,464 21%
of that, discretionary 1,224,588,472 19%
Private Fund GAV* 1,046,774,389 -5%
Avg Account Size 561,609 36%
High Net Worth 26.25% 15%
SMA’s Yes
Private Funds 11

Adviser Type

- Large advisory firm

Number of Employees 22 22%

of those in investment advisory functions 14 17%

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
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypePrivate Equity Fund Count11 GAV$1,046,774,389

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