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| Clearwater Management Co Inc
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| CRD # | 105307 |
| SEC # | 801-29336 |
| CIK # | |
| AUM | 4,681.9 M (2026-03-17) |
| 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 | AUM |
|---|---|---|---|---|
| PE | Clearwater Private Opportunity Fund VIII LLC | [2023-03-23] | 121.6 M | |
| Filed 2022-10-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $300,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Clearwater Diversifying Strategies Fund LLC | [2022-03-17] | 164.7 M | 181.1 M |
| Filed 2026-02-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $300,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Clearwater Private Opportunity Fund VII LLC | [2021-03-25] | 72.9 M | 102.6 M |
| Filed 2020-06-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $300,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Clearwater Opportunity Fund LLLP | [2018-03-20] | 59.5 M | 102.4 M |
| Filed 2025-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $300,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Clearwater Private Opportunity Fund VI LLLP | [2018-03-20] | 100.7 M | 116.2 M |
| Offered $100,701,000 · Filed 2018-06-27 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Clearwater Private Opportunity Fund V LLLP | [2015-03-31] | 98.9 M | 112.4 M |
| Offered $150,000,000 · Filed 2014-07-24 (D) · Exemption 506(b) · Minimum $300,000 · Remaining $51,149,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Clearwater Private Opportunity Fund III LLLP | [2012-03-30] | 14.3 M | |
| PE | Clearwater Private Opportunity Fund II LLLP | 2012-03-30 | 55.7 M | |
| PE | Clearwater Private Opportunity Fund IV LLLP | [2012-03-30] | 30.7 M | |
| Offered $150,000,000 · Filed 2011-06-16 (D) · Exemption 506 · Minimum $300,000 · Remaining $150,000,000 · Duration One year or less · Net Assets $1 - $5,000,000 | ||||
| PE | Clearwater Private Opportunity Fund LP | 2012-03-30 | 10.3 M | |
| AUM Breakdown | Accounts | AUM ($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 | 3.9 |
| (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 | 4.7 |
| By Discretionary | ||
| Discretionary | 13 | 4.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 13 | 4.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Courtland Cunningham | Director | 8 | 2 | |
| William Driscoll | Executive Officer | 7 | 2 | |
| Frank Piasecki | Director | 7 | 2 | |
| Clearwater Management Company Inc | Executive Officer | 6 | 2 | |
| Daniel Titcomb | Director | 6 | 2 | |
| Elizabeth Hlavka | Director | 6 | 2 | |
| Samuel Carr Jr | Director | 5 | 2 | |
| Vivian Day | Director | 4 | 2 | |
| Gregory Lim | Director | 4 | 2 | |
| Richard Middleton | Director | 3 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 2549003239DYIJURX475 |
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|---|---|---|
|
Fiduciary Counselling Inc
✚
|
MN | 10.06 B |
|
Clearwater Management Co Inc
✚
|
MN | 4,681.9 M |
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