Fundraising FoxClearwater Capital Partners
Family officeHoffman Estates · 28 people tracked
Also known as CLEARWATER CAPITAL ADVISORS, LLC · FIERA CAPITAL (ASIA), L.P.
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Investment thesis
Clearwater Capital Partners is a wealth management firm providing tailored wealth services and expert guidance to ultra-high net worth families, individuals, businesses, foundations, and endowments under a fiduciary standard.
Source: firm website, verified Oct 27, 2026.
Team · 28 people
from the firm's website & public directories
Founder of Clearwater Capital Partners, which he established in 2006 after leaving the traditional Wall Street model to build an independent, fiduciary-focused advisory firm.
Strengthened the firm's planning discipline and fiduciary leadership and helped build its operational and compliance infrastructure.
Joined the firm in 2009 after a career as a senior corporate executive, helping build Clearwater's Family Office capabilities and serving entrepreneurial and ultra-high-net-worth families.
Operations specialist at the firm.
Retirement plan consultant; holds the CPFA designation.
Financial planner at the firm.
Assistant controller at the firm.
Brings global experience across capital markets, private banking, trust administration, and multi-generational wealth management to guide families through complex financial decisions.
Communications and marketing specialist.
Global wealth strategist at the firm.
Wealth advisor in family office services; holds the CFP designation.
Contributes perspective on comprehensive planning, innovation, technology, and the needs of the next generation of families.
Retirement plan analyst; holds the QKA designation.
Chief Revenue Officer at the firm.
Extends the firm's fiduciary approach into retirement plans and institutional advisory services.
Director of advanced planning; holds CPA and CFP credentials.
Director of family office services; holds the CEPA designation.
Executive assistant at the firm.
Wealth advisor; holds CDFA and AWMA designations.
Operations specialist at the firm.
Private wealth associate at the firm.
Senior portfolio analyst; holds the CIMA designation.
Leads portfolio management and investment research and has driven the development of Clearwater's private markets and alternative investment platform.
Portfolio management analyst at the firm.
Wealth advisor in family office services; holds J.D., CFP and CEPA credentials.
Fund performance · per public LP disclosures · 5
as of Sep 2021| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Clearwater ICPL Co-Investment Fund, L.P.LPs: California Public Employees' Retirement System, Andrew W. Mellon Foundation | 2017 | — | 0.0% | 1.00x | 1.00x |
| Clearwater Capital Partners Fund IV, LPLPs: Empire State Development – New York Ventures | 2012 | — | — | 1.14x | 0.90x |
| Clearwater Capital Partners Fund I, L.P.LPs: California Public Employees' Retirement System | 2007 | — | -5.1% | 0.85x | 0.85x |
| Clearwater Capital Partners Fund III, L.P.LPs: California Public Employees' Retirement System, Empire State Development – New York Ventures | 2006 | — | 1.6% | 1.11x | 1.04x |
| Clearwater Capital Partners Fund II Holdings, L.P.LPs: California Public Employees' Retirement System | 2005 | — | 4.5% | 1.26x | 1.24x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- Where is Clearwater Capital Partners located?
- Clearwater Capital Partners is headquartered in Hoffman Estates, US.
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