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⚲
|
| Keyboard |
| Clearwater Capital Management LLC
✚
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|
|---|---|
| CRD # | 115283 |
| SEC # | 801-134477 |
| CIK # | 0002013169 |
| AUM | 139.3 M (2026-03-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 612-860-8489 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 18 | 139.3 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 139.3 |
| By Discretionary | ||
| Discretionary | 17 | 128.9 |
| Non-Discretionary | 1 | 10.4 |
| Total | 18 | 139.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.3 | |
| Total | 18 | 139.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0002013169] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|
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|
CB Capital Advisors LLC
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