Key facts
- CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS is a private equity firm based in CLEVELAND, OH.
- CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS reports $90.7M in regulatory assets under management across 3 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 105674- Regulatory AUM
- $90.7M
- Private fund assets
- $173.5M
- Private funds
- 3 · 3 private equity
- Staff
- 280
- Registered office
- CLEVELAND, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CLEARSTEAD ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS's AUM?
- CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS manages approximately $90.7M in assets.