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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clearwater Advisors LLC
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|---|---|
| CRD # | 116865 |
| SEC # | 801-60686 |
| CIK # | |
| AUM | $4.5 B (2025-03-06) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 208-433-1222 |
| Address | 101 S Capitol Blvd Boise, ID 83702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 10 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 82 | 4.5 |
| By Discretionary | ||
| Discretionary | 82 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 82 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 4.4 | |
| Total | 82 | 4.5 |
| Limited Partners | 2011 - 2025 |
|---|---|
| California Public Employees' Retirement System | |
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
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