Where is Clearwater Capital Partners located?

Clearwater Capital Partners is headquartered in Hoffman Estates, US.

Clearwater Capital Partners

Family office

Hoffman Estates · 37 people tracked

Also known as CLEARWATER CAPITAL ADVISORS, LLC · FIERA CAPITAL (ASIA), L.P.

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Find your way into Clearwater Capital Partners

400 people in our graph share verified history with the Clearwater Capital Partners team — schools, employers, funds. One of them is your warm intro.

James Wilsonunlockedknows Katie L. Berganske-Frank · together at University of the West of England (overlapped)

×3knows the team · via University of Illinois Urbana-Champaign

knows the team · via University of the West of England

×2knows the team · via DePaul Driehaus College of Business

×2knows the team · via RBC Dain Rauscher

×2knows the team · via Gies College of Business - University of Illinois Urbana-Champaign

✨ Fox Verdict

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.

Invests inGrand Cayman United States

Source: firm website, verified Sep 1, 2026.

Hoffman Estates, US

Instruments

Equity · Debt

Founded

2006

AUM

$1.7B

Team · 37 people

from the firm's website & public directories

John E. Chapman· Chief Executive Officer· Palatine, Illinois, United Statesin

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.

Jeffrey P. DeHaan· Managing Partner – Private Wealth Management

Strengthened the firm's planning discipline and fiduciary leadership and helped build its operational and compliance infrastructure.

John W. Sleeting· Managing Partner – Family Office Services

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.

Andrea L. Patterson· Operations Specialist

Operations specialist at the firm.

Carter R. King· Retirement Plan Consultant

Retirement plan consultant; holds the CPFA designation.

Conor A. Durkin· Financial Planner· Chicago, Illinois, United Statesin

Financial planner at the firm.

Danuta Garb· Assistant Controller

Assistant controller at the firm.

Greg Davis· Senior Partner / Senior Wealth Advisor· Greater Chicago Areain

Brings global experience across capital markets, private banking, trust administration, and multi-generational wealth management to guide families through complex financial decisions.

Hayley E. Holmes· Communications and Marketing Specialist

Communications and marketing specialist.

Hunter Sims· Global Wealth Strategist

Global wealth strategist at the firm.

Jacob M. Clark· Wealth Advisor, Family Office Services

Wealth advisor in family office services; holds the CFP designation.

James Chapman· Partner / Chief Innovation Officer / Senior Wealth Advisor· Greater Chicago Areain

Contributes perspective on comprehensive planning, innovation, technology, and the needs of the next generation of families.

John Ellis· Retirement Plan Analyst· Stockholm County, Swedenin

Retirement plan analyst; holds the QKA designation.

Katie L. Berganske-Frank· Chief Revenue Officer· Schaumburg, Illinois, United Statesin

Chief Revenue Officer at the firm.

Kevin G. Carani· Director, Retirement Plan Servicesin

Extends the firm's fiduciary approach into retirement plans and institutional advisory services.

Kevin J. Nolte· Director of Advanced Planning

Director of advanced planning; holds CPA and CFP credentials.

Kevin J. Rochford· Director, Family Office Services

Director of family office services; holds the CEPA designation.

Liza D. Alexanian· Executive Assistant· Hoffman Estates, Illinois, United Statesin

Executive assistant at the firm.

Melissa Dailey-Newman· Wealth Advisor

Wealth advisor; holds CDFA and AWMA designations.

Phil M. Richardson· Operations Specialist· Charlotte Metroin

Operations specialist at the firm.

Phillip A. McCloskey· Private Wealth Associate

Private wealth associate at the firm.

Rocky A. Byrd· Senior Portfolio Analyst

Senior portfolio analyst; holds the CIMA designation.

Tyler Beachler· Managing Partner, Portfolio Management / Deputy Chief Investment Strategist· Hoffman Estates, Illinois, United Statesin

Leads portfolio management and investment research and has driven the development of Clearwater's private markets and alternative investment platform.

Tyler D. Bertsche· Portfolio Management Analyst

Portfolio management analyst at the firm.

Valerie N. Hogan· Wealth Advisor, Family Office Services· Greater Chicago Areain

Wealth advisor in family office services; holds J.D., CFP and CEPA credentials.

Adam B. Blitz· Executive Officer

Adam Eggebrecht· Executive Officer

Andrew Holland· Executive Officer

Bradley Dobson· Executive Officer

Brian Lease· Executive Officer

Joseph Craven· Executive Officer

Kenneth A. Meister· Executive Officer

Kristen VanGelder· Executive Officer

Lance Donnenberg· Executive Officer

Robert D. Petty· Director

Ryan Cahill· Executive Officer

Scott Zimmerman· Executive Officer

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).