Private Market View

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

PE / buyout · CLEVELAND, OH

AUM
$90.7M
Portfolio companies
Recorded deals
Last investment

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.