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| Clearstead Advisors LLC
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|---|---|
| CRD # | 105674 |
| SEC # | 801-33554 |
| CIK # | 0000842775 |
| AUM | 33.88 B (2026-03-30) |
| Employees | 280 (37% Investors, 0% Brokers) |
| Phone | 216-621-1090 |
| Address | 1100 Superior Ave East Cleveland, OH 44114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Paccar Inc | 0.6 | ||
| Microsoft Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Clearaccess Fund LP | [2026-03-30] | 47.1 M | |
| Filed 2025-05-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Smartsheet SPV LLC | [2025-03-20] | 8.0 M | 7.8 M |
| Offered $7,965,000 · Filed 2025-01-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Clearstead Global Equity Fund LLC | 2024-03-26 | 118.6 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,136 | 0.8 |
| (b) Individuals (high net worth individuals) | 2,175 | 20.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.2 |
| (g) Pension and profit sharing plans | 22 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 468 | 10.4 |
| (n) Other | 12 | 0.0 |
| Total | 14,707 | 33.9 |
| By Discretionary | ||
| Discretionary | 12,837 | 25.9 |
| Non-Discretionary | 1,870 | 7.9 |
| Total | 14,707 | 33.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 33.8 | |
| Total | 14,707 | 33.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Maroon | Executive Officer | 6 | 4 | |
| Matthew Talbot | Executive Officer | 10 | 2 | |
| Keith Vernon | Executive Officer | 4 | 2 | |
| Chelsea Luzier | Director | 2 | 2 | |
| Cameron Lamarche | Director | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000842775] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 12 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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