CLEARWATER MANAGEMENT CO., INC.
CRD #105307 SEC #801-29336 ST PAUL, MN 651-228-0935
SEC Registered Private Funds
Total AUM
$4.1B
Discretionary
$4.1B
Employees
1
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $4.1B | $4.1B | $0 | 1 | 0 |
| Mar 2025 | $4.1B | $4.1B | $0 | 1 | 0 |
| Feb 2025 | $3.8B | $3.8B | $0 | 1 | 0 |
| Jun 2024 | $3.8B | $3.8B | $0 | 1 | 0 |
| Mar 2024 | $3.8B | $3.8B | $0 | 1 | 0 |
| Mar 2023 | $3.2B | $3.2B | $0 | 1 | 0 |
| Dec 2022 | $3.9B | $3.9B | $0 | 1 | 0 |
| Jun 2022 | $3.9B | $3.9B | $0 | 1 | 0 |
| Apr 2022 | $3.9B | $3.9B | $0 | 1 | 0 |
| Mar 2022 | $3.9B | $3.9B | $0 | 1 | 0 |
| Jul 2021 | $3.1B | $3.1B | $0 | 1 | 0 |
| Mar 2021 | $3.1B | $3.1B | $0 | 1 | 0 |
| Feb 2020 | $2.7B | $2.7B | $0 | 1 | 0 |
| Mar 2019 | $2.3B | $2.3B | $0 | 1 | 0 |
| Dec 2018 | $2.6B | $2.6B | $0 | 1 | 0 |
| Jul 2018 | $2.6B | $2.6B | $0 | 1 | 0 |
| Mar 2018 | $2.6B | $2.6B | $0 | 1 | 0 |
| Mar 2017 | $2.2B | $2.2B | $0 | 1 | 1 |
| Sep 2016 | $2.2B | $2.2B | $0 | 1 | 1 |
| Mar 2016 | $2.2B | $2.2B | $0 | 1 | 1 |
| Mar 2015 | $2.4B | $2.4B | $0 | 1 | 1 |
| Mar 2014 | $2.2B | $2.2B | $0 | 1 | 1 |
| Dec 2013 | $2B | $2B | $0 | 1 | 1 |
| Mar 2013 | $2B | $2B | $0 | 1 | 1 |
| Mar 2012 | $1.9B | $1.9B | $0 | 1 | 1 |
| Mar 2011 | $1.7B | $1.7B | $0 | 5 | -- |
| Feb 2009 | $771.5M | $771.5M | $0 | 5 | -- |
| Jan 2008 | $979.2M | $979.2M | $0 | 5 | -- |
| Feb 2007 | $870.4M | $870.4M | $0 | 5 | -- |
| Dec 2006 | $680.2M | $680.2M | $0 | 5 | -- |
| Mar 2006 | $680.2M | $680.2M | $0 | 5 | -- |
| Jan 2005 | $618.1M | $618.1M | $0 | 5 | -- |
| Mar 2002 | $296.5M | $296.5M | $0 | 5 | -- |
DateJun 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees1
Clients0
DateDec 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees1
Clients0
DateDec 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees1
Clients0
DateJul 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees1
Clients1
DateSep 2016
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees1
Clients1
DateMar 2016
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees1
Clients1
DateMar 2015
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees1
Clients1
DateDec 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees1
Clients1
DateMar 2013
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$771.5M
Discretionary$771.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$979.2M
Discretionary$979.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$870.4M
Discretionary$870.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$680.2M
Discretionary$680.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$680.2M
Discretionary$680.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$618.1M
Discretionary$618.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$296.5M
Discretionary$296.5M
Non-Disc.$0
Employees5
Clients--