The CLEARWATER MANAGEMENT COMPANY is a privately held investment adviser that advises $5.01Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. CLEARWATER MANAGEMENT COMPANY is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 38.15% over the last 5-years.
The Group has been registered with the SEC for 39.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 30 EAST 7TH STREET, SUITE 2000, ST PAUL, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $5.01Bn in assets advised are owned by 9 private funds, 4 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $4.23Bn or 84.4% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $781.31mn or 15.6% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Fund of Funds, representing 67.77%, 16.63% and 15.6% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $4.23Bn in assets.
The Group discloses management fees.
CLEARWATER MANAGEMENT COMPANY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.