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CLEARWATER MANAGEMENT CO., INC.
CRD 105307File 801-29336
APPROVED
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.68B
Top 25% of cohort (national)
Discretionary AUM
$4.68B
Clients
13
13 accounts
Employees
1
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 27, 1987
- Principal office
- 30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN, 55101
- Phone
- 651-228-0935
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.68B
- Discretionary AUM
- $4.68B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $360.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $3.90B |
| Pooled investment vehicles | 9 | $781.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $4,119,965,494 | $4,681,919,861 | increased by$561,954,367 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,916,168,533 | $4,119,965,494 | increased by$203,796,961 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 13 | increased by2 |
| Apr 1, 2022 | AUM | $3,077,409,131 | $3,916,168,533 | increased by$838,759,402 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEARWATER MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARWATER MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.