Overview
Assets Under Management: $1.5 billion
Headquarters: HOFFMAN ESTATES, IL
High-Net-Worth Clients: 267
Average Client Assets: $3 million
Frequently Asked Questions
CLEARWATER CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139886), CLEARWATER CAPITAL PARTNERS is subject to fiduciary duty under federal law.
CLEARWATER CAPITAL PARTNERS is headquartered in HOFFMAN ESTATES, IL.
CLEARWATER CAPITAL PARTNERS serves 267 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, CLEARWATER CAPITAL PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
CLEARWATER CAPITAL PARTNERS manages $1.5 billion in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, CLEARWATER CAPITAL PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,653
Discretionary Accounts: 2,576
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 139886
Filing ID: 2031764
Last Filing Date: 2025-12-03 14:20:57
Website: 0