CLEARWATER CAPITAL ADVISORS, LLC
Legal name: CLEARWATER CAPITAL PARTNERS
CRD #139886 SEC #801-70905 HOFFMAN ESTATES, IL 847-841-8650
SEC Registered
Total AUM
$1.5B
Discretionary
$1.2B
Employees
22
Clients
--
Accounts
2,653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.5B | $1.2B | $265.4M | 22 | 4 |
| Mar 2025 | $1.5B | $1.2B | $265.4M | 22 | 4 |
| Nov 2024 | $1.2B | $1B | $203.5M | 18 | 4 |
| May 2024 | $1.2B | $1B | $203.5M | 18 | 4 |
| Mar 2024 | $1.2B | $1B | $203.5M | 18 | 4 |
| Jan 2024 | $1.1B | $914.4M | $137.8M | 18 | 5 |
| Jul 2023 | $1.1B | $914.4M | $137.8M | 18 | 5 |
| Mar 2023 | $1.1B | $914.4M | $137.8M | 18 | 5 |
| Nov 2022 | $1.1B | $942.1M | $126.6M | 15 | 3 |
| Mar 2022 | $1.1B | $942.1M | $126.6M | 15 | 3 |
| Nov 2021 | $1B | $881.6M | $123.6M | 10 | 2 |
| Jul 2021 | $1B | $881.6M | $123.6M | 10 | 2 |
| Jun 2021 | $1B | $881.6M | $123.6M | 10 | 2 |
| Mar 2021 | $1B | $881.6M | $123.6M | 10 | 2 |
| Jan 2021 | $826.9M | $714.3M | $112.5M | 11 | 3 |
| Sep 2020 | $826.9M | $714.3M | $112.5M | 11 | 3 |
| Jul 2020 | $826.9M | $714.3M | $112.5M | 11 | 3 |
| Jun 2020 | $826.9M | $714.3M | $112.5M | 11 | 3 |
| Mar 2020 | $826.9M | $714.3M | $112.5M | 11 | 3 |
| Nov 2019 | $689.3M | $602.4M | $86.8M | 10 | 2 |
| May 2019 | $689.3M | $602.4M | $86.8M | 10 | 2 |
| Apr 2019 | $689.3M | $602.4M | $86.8M | 10 | 2 |
| Mar 2019 | $689.3M | $602.4M | $86.8M | 10 | 2 |
| Sep 2018 | $605.3M | $546.1M | $59.1M | 10 | 558 |
| Mar 2018 | $605.3M | $546.1M | $59.1M | 10 | 558 |
| Nov 2017 | $482.4M | $432.5M | $49.9M | 10 | 485 |
| Aug 2017 | $482.4M | $432.5M | $49.9M | 10 | 500 |
| Jul 2017 | $482.4M | $432.5M | $49.9M | 10 | 500 |
| Jun 2017 | $482.4M | $432.5M | $49.9M | 10 | 500 |
| May 2017 | $482.4M | $432.5M | $49.9M | 10 | 500 |
| May 2017 | $482.4M | $432.5M | $49.9M | 10 | 500 |
| Mar 2017 | $482.4M | $432.5M | $49.9M | 10 | 500 |
| Jan 2017 | $363.3M | $321.1M | $42.2M | 16 | 400 |
| Apr 2016 | $363.3M | $321.1M | $42.2M | 16 | 400 |
| Mar 2016 | $363.3M | $321.1M | $42.2M | 16 | 400 |
| Mar 2016 | $310M | $270.4M | $39.5M | 14 | 400 |
| Mar 2016 | $310M | $270.4M | $39.5M | 14 | 400 |
| Mar 2015 | $310M | $270.4M | $39.5M | 14 | 400 |
| Mar 2014 | $212.2M | $180.3M | $31.9M | 14 | 300 |
| Jan 2014 | $116.4M | $102.3M | $14M | 13 | 300 |
| Nov 2013 | $116.4M | $102.3M | $14M | 13 | 300 |
| Mar 2013 | $116.4M | $102.3M | $14M | 13 | 300 |
| Aug 2012 | $100.9M | $79.8M | $21M | 11 | 200 |
| Mar 2012 | $100.9M | $79.8M | $21M | 11 | 200 |
| Mar 2011 | $77.2M | $70M | $7.2M | -- | -- |
DateDec 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$265.4M
Employees22
Clients4
DateMar 2025
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$265.4M
Employees22
Clients4
DateNov 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$203.5M
Employees18
Clients4
DateMay 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$203.5M
Employees18
Clients4
DateMar 2024
Total AUM$1.2B
Discretionary$1B
Non-Disc.$203.5M
Employees18
Clients4
DateJan 2024
Total AUM$1.1B
Discretionary$914.4M
Non-Disc.$137.8M
Employees18
Clients5
DateJul 2023
Total AUM$1.1B
Discretionary$914.4M
Non-Disc.$137.8M
Employees18
Clients5
DateMar 2023
Total AUM$1.1B
Discretionary$914.4M
Non-Disc.$137.8M
Employees18
Clients5
DateNov 2022
Total AUM$1.1B
Discretionary$942.1M
Non-Disc.$126.6M
Employees15
Clients3
DateMar 2022
Total AUM$1.1B
Discretionary$942.1M
Non-Disc.$126.6M
Employees15
Clients3
DateNov 2021
Total AUM$1B
Discretionary$881.6M
Non-Disc.$123.6M
Employees10
Clients2
DateJul 2021
Total AUM$1B
Discretionary$881.6M
Non-Disc.$123.6M
Employees10
Clients2
DateJun 2021
Total AUM$1B
Discretionary$881.6M
Non-Disc.$123.6M
Employees10
Clients2
DateMar 2021
Total AUM$1B
Discretionary$881.6M
Non-Disc.$123.6M
Employees10
Clients2
DateJan 2021
Total AUM$826.9M
Discretionary$714.3M
Non-Disc.$112.5M
Employees11
Clients3
DateSep 2020
Total AUM$826.9M
Discretionary$714.3M
Non-Disc.$112.5M
Employees11
Clients3
DateJul 2020
Total AUM$826.9M
Discretionary$714.3M
Non-Disc.$112.5M
Employees11
Clients3
DateJun 2020
Total AUM$826.9M
Discretionary$714.3M
Non-Disc.$112.5M
Employees11
Clients3
DateMar 2020
Total AUM$826.9M
Discretionary$714.3M
Non-Disc.$112.5M
Employees11
Clients3
DateNov 2019
Total AUM$689.3M
Discretionary$602.4M
Non-Disc.$86.8M
Employees10
Clients2
DateMay 2019
Total AUM$689.3M
Discretionary$602.4M
Non-Disc.$86.8M
Employees10
Clients2
DateApr 2019
Total AUM$689.3M
Discretionary$602.4M
Non-Disc.$86.8M
Employees10
Clients2
DateMar 2019
Total AUM$689.3M
Discretionary$602.4M
Non-Disc.$86.8M
Employees10
Clients2
DateSep 2018
Total AUM$605.3M
Discretionary$546.1M
Non-Disc.$59.1M
Employees10
Clients558
DateMar 2018
Total AUM$605.3M
Discretionary$546.1M
Non-Disc.$59.1M
Employees10
Clients558
DateNov 2017
Total AUM$482.4M
Discretionary$432.5M
Non-Disc.$49.9M
Employees10
Clients485
DateAug 2017
Total AUM$482.4M
Discretionary$432.5M
Non-Disc.$49.9M
Employees10
Clients500
DateJul 2017
Total AUM$482.4M
Discretionary$432.5M
Non-Disc.$49.9M
Employees10
Clients500
DateJun 2017
Total AUM$482.4M
Discretionary$432.5M
Non-Disc.$49.9M
Employees10
Clients500
DateMay 2017
Total AUM$482.4M
Discretionary$432.5M
Non-Disc.$49.9M
Employees10
Clients500
DateMay 2017
Total AUM$482.4M
Discretionary$432.5M
Non-Disc.$49.9M
Employees10
Clients500
DateMar 2017
Total AUM$482.4M
Discretionary$432.5M
Non-Disc.$49.9M
Employees10
Clients500
DateJan 2017
Total AUM$363.3M
Discretionary$321.1M
Non-Disc.$42.2M
Employees16
Clients400
DateApr 2016
Total AUM$363.3M
Discretionary$321.1M
Non-Disc.$42.2M
Employees16
Clients400
DateMar 2016
Total AUM$363.3M
Discretionary$321.1M
Non-Disc.$42.2M
Employees16
Clients400
DateMar 2016
Total AUM$310M
Discretionary$270.4M
Non-Disc.$39.5M
Employees14
Clients400
DateMar 2016
Total AUM$310M
Discretionary$270.4M
Non-Disc.$39.5M
Employees14
Clients400
DateMar 2015
Total AUM$310M
Discretionary$270.4M
Non-Disc.$39.5M
Employees14
Clients400
DateMar 2014
Total AUM$212.2M
Discretionary$180.3M
Non-Disc.$31.9M
Employees14
Clients300
DateJan 2014
Total AUM$116.4M
Discretionary$102.3M
Non-Disc.$14M
Employees13
Clients300
DateNov 2013
Total AUM$116.4M
Discretionary$102.3M
Non-Disc.$14M
Employees13
Clients300
DateMar 2013
Total AUM$116.4M
Discretionary$102.3M
Non-Disc.$14M
Employees13
Clients300
DateAug 2012
Total AUM$100.9M
Discretionary$79.8M
Non-Disc.$21M
Employees11
Clients200
DateMar 2012
Total AUM$100.9M
Discretionary$79.8M
Non-Disc.$21M
Employees11
Clients200
DateMar 2011
Total AUM$77.2M
Discretionary$70M
Non-Disc.$7.2M
Employees--
Clients--