HOFFMAN ESTATES, ILCRD 139886Latest ADV April 27, 2026
Clearwater Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hoffman Estates, IL. Its latest Form ADV filing, dated April 27, 2026, reports $1.7B in regulatory assets under management, 23 employees, and 2,793 accounts.
Assets Under Management
$1.7B
Employees
23
Offices
--
Total Clients
1,041
Primary office
HOFFMAN ESTATES, IL
2800 WEST HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL, United States
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
579
2
HNWI
29.8%
310
3
Pension Plans
9.2%
96
4
Corporations
2.8%
29
5
Charitable
2.6%
27
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of April 27, 2026
Discretionary84.5%
$1.4B
85% of total RAUM84.5%
Non-discretionary15.5%
$260M
15% of total RAUM15.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts2,793
10Y AUM Change+$1.2B (+248.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee45:1
10Y Employee Change+13 (+130.0%)
* 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.