CLEARWATER CAPITAL PARTNERS

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Company Profile

As of Date 05/29/2024
Adviser Type - Large advisory firm
Number of Employees 18
of those in investment advisory functions 12
AUM* 1,232,116,038 17.10%
of that, discretionary 1,028,583,903 12.49%
Private Fund GAV* 1,234,526,405 -6.09%
Avg Account Size 496,421 27.47%
High Net Worth 22.90% -11.42%
SMA’s Yes
Private Funds 12 1
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

Discretionary
Non-discretionary
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 Count12 GAV$1,234,526,405

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