Clearwater Capital Partners
Firm details
- Headquarters
- Hoffman Estates, Illinois
- CRD number
- 139886
- Registered since
- January 4, 2010
- Website
- ccpwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.06%
- Pension & Profit Sharing Plans17.05%
- Individuals11.49%
- Corporations / Businesses3.43%
- Charitable Organizations2.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Clearwater Capital Partners is an independent, SEC‑registered RIA organized as an LLC and operating since 2010. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of advisory services that include financial planning, portfolio management for individuals and businesses, selection of other advisers, and educational seminars. Its fee arrangements are flexible—percentage of AUM, hourly rates, and fixed fees are used. Clearwater reports that it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Owners & executives
1 of 1
John Chapman
Chief Executive OfficerCRD 1272721
Contacts
3 of 13
Jacob Clark
Operations SpecialistCRD 7112396
Kevin Carani
DirectorCRD 6434005
Hunter Sims
Global Wealth StrategistCRD 7308968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 163Active vs passive
$1.7B in ETFs
56%
$957M
44%
$740M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR) | BlackRock | Active | Ultrashort Bond | $165M | 3,249,759 | 9.70% |
Location
Hoffman Estates, IL
Lake
Location
Hoffman Estates, IL
Headquartered in Hoffman Estates, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 2800 W Higgins Rd
- Time zone
- CT (UTC-6)
- Office locations
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