| As of Date | 11/15/2025 |
| Registration status | Registration Changed to CLEARWATER CAPITAL MANAGEMENT LLC |
| Contact Info | 612 xxxxxxx |
| AUM* | 129,530,000 4% |
| of that, discretionary | 120,000,000 4% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,168,095 -1% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds