Clearwater Advisors, LLC

RIASEC RegisteredEst. 2001

Total AUM

$4.7B

Discretionary

$3.9B

84% of AUM

Avg account

$55.4M

Accounts

84

Employees

9

Advisory reps

8

Firm details

Headquarters: Boise, Idaho
CRD number: 116865
Registered since: November 9, 2001
Website: www.clearwateradvisors.com
Custodians: U.S. BANCORP INVESTMENTS, INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses49.47%
Pension & Profit Sharing Plans18.52%
State / Municipal Government15.92%
Insurance Companies13.47%
HNWI1.7%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clearwater Advisors, LLC is an SEC-registered limited liability company formed in 2001 that operates as an institutional registered investment adviser. The firm’s primary activity is portfolio management for institutional clients, though its ADV also lists portfolio management for individuals and small businesses. Its compensation model combines asset-based fees and fixed-fee arrangements. Clearwater is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds45%
Investment Grade Corp Bonds41%
Cash & Cash Equivalents7%
Other5%
State & Local Bonds1%

Owners & executives

3 of 3

Daniel Bates
CEO & Managing PartnerCRD 6531599
Hayley Nelson
Chief Compliance OfficerCRD 2548469
C Dunn
Chief Technology OfficerCRD 2984399

Contacts

3 of 5

Rhet Hulbert
Partner, Senior Portfolio ManagerCRD 5186437
Garrett Cudahey
Senior Portfolio ManagerCRD 7224295
Michelle Martin
Operations ManagerCRD 8011689

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Boise, ID

Ada

Location

Boise, ID

Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area: Boise City-Mountain Home-Ontario, ID-OR
Region: West
County: Ada
Address: 101 S Capitol Blvd
Time zone: MT (UTC-7)
Office locations

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