CLEARWATER INVESTMENT MANAGEMENT LLC

CLEARWATER INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 165404). Regulatory assets under management: $3.2M.

Registration

• CRD: 165404
• Type: Registered investment adviser
• Phone: 917-696-7131
• Latest filing: 2025-05-29
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165404 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search