Clearwater Capital Advisors is an investment advisor in Hoffman Estates with $1.07 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
BSC Private Wealth Management, LLC, Clearwater Capital Partners, LLC
SEC CIK
IRS number
204356509
SEC advisor number
801-70905
FINRA CRD number
139886
AUM ?
$1.07 bn
(as of 1 Nov 22)
Accounts
2,219
(as of 1 Nov 22)
Employees
15
(11 investment advisory or research)
Address
Clearwater Capital Advisors
2800 W. HIGGINS ROAD
SUITE 1025
HOFFMAN ESTATES
IL 60169
2800 W. HIGGINS ROAD
SUITE 1025
HOFFMAN ESTATES
IL 60169
Office hours
Monday - Friday, 8:00 - 5:00
Phone
847-841-8650
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Chapman, John, Edward | Chief Executive Officer | 03/2006 | < 5% |
Dehaan, Jeffrey, Paul | Chief Compliance Officer | 03/2013 | < 5% |
Clearwater Capital Partners, LLC | Holding Company | 05/2017 | > 75% |
Chapman, John, Edward | Managing Member | 05/2017 | 25-50% |
Borhart, Leonard, George | Member | 05/2017 | |
Krause, Alan, Rodney | Member | 05/2017 | |
Krause, Alan, Rodney | Chief Financial Officer | 03/2006 | < 5% |
Borhart, Leonard, George | Director | 03/2006 | < 5% |
Sleeting, John, William | Chief Operating Officer | 07/2018 | < 5% |
Sleeting, John, William | Member | 05/2021 | |
Dehaan, Jeffrey, Paul | Member | 05/2021 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21