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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
942M 807M 673M 538M 404M 269M 135M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Fiera Capital stock rises as BMO upgrades on earnings upside potential
06/05/2023

Seeking Alpha

National Bank Financial maintains Fiera Capital Corporation at 'sector perform' with a price target of Cdn$7.50
05/12/2023

investing.com

National Bank Financial maintains Fiera Capital Corporation at Sector Perform with a price target of $8.50
05/02/2023

investing.com

Fiera Capital Corp. PT Lowered to Cdn$9.50 at National Bank Financial
02/27/2023

investing.com

Clearwater Capital Partners Fund III LP
03/29/2021

When autocomplete results are available use up and down arrows to review and enter to select. Touch device users, explore by touch or with swipe gestures.

Bloomberg

John Sleeting
02/27/2021

A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. This type of ...

money.usnews.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 12 $1,234,526,405

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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