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|
| Keyboard |
| Clearwater Advisors LLC
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|
|---|---|
| CRD # | 116865 |
| SEC # | 801-60686 |
| CIK # | |
| AUM | 4,650.6 M (2026-05-07) |
| Employees | 9 (56% 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 | 0.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 10 | 0.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 84 | 4.7 |
| By Discretionary | ||
| Discretionary | 81 | 3.9 |
| Non-Discretionary | 3 | 0.7 |
| Total | 84 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 4.5 | |
| Total | 84 | 4.7 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California Public Employees' Retirement System | |
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Serves | Institutional, Retail |
| LEI | 254900O9Z7V59SDFBW75 |
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