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Clearwater Capital Advisors, LLC

● SEC registered since 2010CRD 139886SEC# 801-70905Hoffman Estates, IL
Export (members)
Reg. AUM
$1.49B
Employees
22
Accounts
2,653
Location
Hoffman Estates, IL

Clearwater Capital Advisors, LLC assets under management

Clearwater Capital Advisors, LLC operates as an SEC-registered investment adviser based in Hoffman Estates, IL. The firm has been registered since 2010. It reports $1.5 billion in regulatory assets under management and employs 22 people.
www.linkedin.com/company/ccpwealthView on SEC.gov ↗

Clearwater Capital Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Alan Rodney Krause ControlChief Financial OfficerUnder 5%2006
Clearwater Capital Partners, LLCHolding CompanyOver 75%2017
Jeffrey Paul Dehaan ControlChief Compliance OfficerUnder 5%2013
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Frequently asked questions

How much does Clearwater Capital Advisors, LLC manage?

Clearwater Capital Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Clearwater Capital Advisors, LLC have?

Clearwater Capital Advisors, LLC reports 22 employees.

Where is Clearwater Capital Advisors, LLC located?

Clearwater Capital Advisors, LLC is based in Hoffman Estates, IL and has been SEC-registered since 2010.

Does Clearwater Capital Advisors, LLC disclose fund performance?

Clearwater Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169
Phone847-841-8650
Fax847-841-1866
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK1690531
Discloses disciplinary historyNo

Assets under management

Discretionary$1.22B
Non-discretionary$265.4M
Total (RAUM)$1.49B