CLEARWATER CAPITAL PARTNERS

Company Profile

As of Date 04/27/2026
ADV Location Cayman Islands / United States, IL
Websites
AUM* 1,681,301,200 36%
of that, discretionary 1,420,826,889 38%
Private Fund GAV* 894,417,309 -15%
Avg Account Size 601,970 45%
High Net Worth 29.50% 29%
SMA’s Yes
Private Funds 10 1

Adviser Type

- Large advisory firm

Number of Employees 23 28%

of those in investment advisory functions 15 25%

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)

Disclosure Reporting

11.H(2) Currently subject to civil proceeding
View 2 DRP Records

Recent News

Reported AUM

1B 1B 1B 812M 609M 406M 203M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypePrivate Equity Fund Count10 GAV$894,417,309

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