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| Clearwater Management Co Inc
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| CRD # | 105307 |
| SEC # | 801-29336 |
| CIK # | |
| AUM | $4.1 B (2025-06-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 651-228-0935 |
| Address | 30 East 7th Street, Suite 2000 St Paul, MN 55101 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Clearwater Private Opportunity Fund VIII LLC | [2023-03-23] | 0.0 | 114.7 |
| HF | Clearwater Diversifying Strategies Fund LLC | [2022-03-17] | 158.9 | 182.2 |
| PE | Clearwater Private Opportunity Fund VII LLC | [2021-03-25] | 72.9 | 98.4 |
| HF | Clearwater Opportunity Fund LLLP | [2018-03-20] | 59.5 | 63.1 |
| PE | Clearwater Private Opportunity Fund VI LLLP | [2018-03-20] | 100.7 | 125.7 |
| PE | Clearwater Private Opportunity Fund V LLLP | [2015-03-31] | 98.9 | 138.1 |
| PE | Clearwater Private Opportunity Fund III LLLP | [2012-03-30] | 17.1 | |
| PE | Clearwater Private Opportunity Fund II LLLP | 2012-03-30 | 55.7 | |
| PE | Clearwater Private Opportunity Fund IV LLLP | [2012-03-30] | 0.0 | 44.2 |
| PE | Clearwater Private Opportunity Fund LP | 2012-03-30 | 10.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 3.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 0.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 4.1 |
| By Discretionary | ||
| Discretionary | 13 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 13 | 4.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Courtland Cunningham | 7 | |||
| Frank Piasecki | 6 | |||
| William Driscoll | 6 | |||
| Richard Middleton | 3 | |||
| Clearwater Management Company Inc | 5 | |||
| Elizabeth Hlavka | 5 | |||
| Daniel Titcomb | 5 | |||
| Samuel Carr Jr | 4 | |||
| Michael Slocum | 3 | |||
| Vivian Day | 3 | |||
| View All | ||||
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Counselling Inc
✚
|
MN | 9.5 |
|
Clearwater Management Co Inc
✚
|
MN | 4.1 |
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