CLEARSTEAD ADVISORS, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 105674). Regulatory assets under management: $33.9B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos, Other.
Showing 25 of 47 people.
| Name | Role | Location |
|---|---|---|
| David Campbell Fulton | CHAIRMAN EMERITUS | — |
| Steven Francis Wolken | CHIEF COMPLIANCE OFFICER | — |
| Michael Peter Shebak | EXECUTIVE MANAGING DIRECTOR, ENTERPRISE SALES; HEAD OF INSTITUTIONAL CLIENT GROUP | — |
| Bradley David Knapp | CHIEF EXECUTIVE OFFICER, PRESIDENT | — |
| Carl Justin Tippit | CO-CHAIRMAN | — |
| Satricia Ann Rice | EXECUTIVE MANAGING DIRECTOR, PCS; HEAD OF PRIVATE CLIENT GROUP | — |
| Aneet Pradeep Deshpande | CHIEF INVESTMENT OFFICER | — |
| Wayne Freeman Wilbanks | EXECUTIVE MANAGING DIRECTOR, CAS; SENIOR MANAGING DIRECTOR | — |
| Matthew Alan Shannon | EXECUTIVE MANAGING DIRECTOR, ICS | — |
| Carolyn Elaine Raden | CHIEF FINANCIAL OFFICER | — |
| Brittney Jean Garrett | CHIEF TRANSFORMATION & CLIENT EXPERIENCE OFFICER | — |
| Margie Wright-Mcgowan | CHIEF HUMAN RESOURSCES OFFICER | — |
| Trent Matthew Meyerhoefer | CHIEF FINANCIAL OFFICER | — |
| WILBANKS WAYNE FREEMAN | SENIOR MANAGING DIRECTOR | — |
| RICE JUDY ANN | HEAD OF PRIVATE CLIENT GROUP | — |
| DAGOSTINO MICHAEL RALPH | PRESIDENT | — |
| ALTHANS GREGORY PAUL | MEMBER; SENIOR CONSULTANT; SENIOR MANAGING DIRECTOR | — |
| WALTER F CARL | DIRECTOR | — |
| TURNER BRADLEY EARL | CHIEF OPERATING OFFICER; SENIOR MANAGING DIRECTOR | — |
| TIPPIT CARL JUSTIN | CO-CHAIRMAN; SENIOR MANAGING DIRECTOR | — |
| HARTLAND THOMAS JAMES | CEO; CHAIRMAN AND CEO; EXECUTIVE CHAIRMAN (+1 more) | — |
| SUSTIN KENNETH STEVE | DIRECTOR | — |
| AINSWORTH RICHARD BARBER | DIRECTOR; SHAREHOLDER | — |
| BARTLETT JAMES | DIRECTOR | — |
| STERRETT CHRISTINE | CHIEF ADMINITRATIVE OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CLEARSTEAD GLOBAL EQUITY FUND, LLC | Private Equity Fund | Delaware | 40 | $118.6M | $2.5M |
| CLEARACCESS FUND, LP | Private Equity Fund | Delaware | 217 | $47.1M | $100K |
| SMARTSHEET SPV, LLC | Private Equity Fund | Washington | 32 | $7.8M | $50K |
| City | State | Employees | Phone |
|---|---|---|---|
| NORFOLK | VA | 19 | 1-757-623-3676 |
| SEATTLE | WA | 13 | 206-462-7400 |
| HUDSON | OH | 6 | 216-621-1090 |
| PHILADELPHIA | PA | 5 | 216-621-1090 |
| ROANOKE | VA | 4 | 1-540-527-3700 |
| RALEIGH | NC | 3 | 18002293677 |
| DEERFIELD | IL | 3 | 18478748210 |
| PEPPER PIKE | OH | 1 | (216) 621-1090 |
| LAKE OSWEGO | OR | 1 | 505-983-1111 |
| WESTLAKE | OH | 1 | 216-621-1090 |