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CLEARWATER CAPITAL PARTNERS
Legal name: CLEARWATER CAPITAL ADVISORS, LLC
CRD 139886File 801-70905
APPROVED
Retail clients
Custody
Filing as of May 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.42B
Non-discretionary $260.5M
Clients
1,041
2,793 accounts
Employees
23
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2010
- Principal office
- 2800 WEST HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL, 60169
- Phone
- 847-841-8650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.68B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $260.5M
- Discretionary accounts
- 2,721
- Non-discretionary accounts
- 72
- Total accounts
- 2,793
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $57.7M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 27 | $50.0M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 310 | $1.09B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 96 | $286.6M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 579 | $193.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | Employees | 22 | 23 | increased by1 |
| Apr 1, 2026 | Clients | 1,007 | 1,041 | increased by34 |
| Apr 1, 2026 | AUM | $1,489,947,464 | $1,681,301,200 | increased by$191,353,736 |
| Apr 1, 2026 | Accounts | 2,653 | 2,793 | increased by140 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 22 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 824 | 1,007 | increased by183 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,068,659,277 | $1,489,947,464 | increased by$421,288,187 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,219 | 2,653 | increased by434 |
| Apr 1, 2022 | Employees | 10 | 15 | increased by5 |
| Apr 1, 2022 | Clients | 738 | 824 | increased by86 |
| Apr 1, 2022 | AUM | $1,005,212,058 | $1,068,659,277 | increased by$63,447,219 |
| Apr 1, 2022 | Accounts | 1,917 | 2,219 | increased by302 |
| 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEARWATER CAPITAL” 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.