The CLEARSTEAD ADVISORS, LLC is a privately held investment adviser that advises $33.88Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. CLEARSTEAD ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 372.99% over the last 5-years.
The Group has been registered with the SEC for 37.61 years and is comprised of 1 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at 1100 SUPERIOR AVE EAST SUITE 700, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 280 employees comprised of 104 investment and 176 non-investment staff. The total number of Employees increased by 207.69% over the last 5-years.
Their $33.88Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 493 other accounts. Assets of High Net Worth Individuals clients own $20.5Bn or 60.51% of Total Assets and Corporations or Other Businesses own $10.36Bn or 30.59% of Total Assets.
The Group's top investment strategies include Traditional LBO, Fund of Funds and Multi Strat, representing 68.38%, 27.14% and 4.48% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CLEARSTEAD ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.