CLEARWATER MANAGEMENT CO., INC.

RIASEC RegisteredEst. 1987

Total AUM

$4.7B

Discretionary

$4.7B

100% of AUM

Avg account

$360M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAINT PAUL, Minnesota
CRD number: 105307
Registered since: April 27, 1987
Fee structure: Percentage of AUM, Other
Client types: Investment Companies83.31%
Pooled Investment Vehicles16.69%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Clearwater Management Co., Inc. is a corporation that operates as a multi-strategy manager with primary activity in private equity and hedge fund management. The firm focuses on institutional clients and runs discretionary portfolio management for investment companies and pooled investment vehicles, and it also performs selection of third‑party advisers for those vehicles. Its compensation combines a percentage-of-AUM component with other fee arrangements. Clearwater is not positioned as an active ESG investor according to its filing and is classified as an individual‑owner firm that has been SEC-registered since 1987. Clearwater’s mandate centers on managing pooled vehicles and separate investment companies rather than retail advisory relationships. That institutional focus is reflected in the size and structure of its mandates and in the firm’s use of both in-house funds and external manager allocations.