Clearwater Management Co., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St Paul, MN. Its latest Form ADV filing, dated March 17, 2026, reports $4.7B in regulatory assets under management, 1 employee, 1 office, and 13 accounts.
Assets Under Management
$4.7B
Employees
1
Offices
1 office
Total Clients
13
Primary office
ST PAUL, MN
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 69.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
69.2%
9
2
Investment Cos.
30.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of March 17, 2026
Discretionary100.0%
$4.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.7B
Total Accounts13
10Y AUM Change+$2.4B (+109.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee13:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.