CLEARWATER CAPITAL ADVISORS, LLC

https://www.ccpthoughtleadership.com/ HOFFMAN ESTATES, IL Investment Advisor How do I update this listing?

Clearwater Capital Advisors is based out of Hoffman Estates. Clearwater Capital Advisors is a large advisory firm with 681 clients and discretionary assets under management (AUM) of $714,325,798 (Form ADV from 2020-07-10). Their last reported 13F filing for Q2 2020 included $598,038,000 in managed 13F securities and a top 10 holdings concentration of 50.99%. Clearwater Capital Advisors's largest holding is WisdomTree US Dividend Growth ETF with shares held of 1,020,790. Clearwater Capital Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 17 13F filings

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06/30/2020

13F Activity

  • Market Value $598.038 Million
  • Prior Market Value $463.613 Million
  • New Purchases10 stocks
  • Additional Purchases29 stocks
  • Sold out of14 stocks
  • Reduced holdings in89 stocks
  • Top 10 Holdings % 50.99 %
  • Turnover % [1]:17.65%
  • Turnover Alt % [2]: 20.35 %
  • Time Held Top20:3.30 quarters
  • Time Held Top10:3.50 quarters
  • Time Held All:12.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 17.0%
Performance Last 4 Quarters: -3.64%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CLEARWATER CAPITAL PARTNERS
2800 WEST HIGGINS ROAD SUITE 1025
HOFFMAN ESTATES IL    60169
Country: United States

Business Phone: 847-841-8650
Fax: 847-841-1866
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IL
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 172,367,000
Total Number of Clients: 681
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CLEARWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2020-06-10
Name Title Start Date Direct/Indirect % Ownership
CHAPMAN, JOHN, EDWARD CHIEF EXECUTIVE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
DEHAAN, JEFFREY, PAUL CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
CLEARWATER CAPITAL PARTNERS, LLC HOLDING COMPANY 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC HOLDING COMPANY direct 2017-05-01
BORHART, LEONARD, GEORGE DIRECTOR 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
KRAUSE, ALAN, RODNEY CHIEF FINANCIAL OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
SLEETING, JOHN, WILLIAM CHIEF OPERATING OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLEARWATER CAPITAL ADVISORS, LLC CHIEF OPERATING OFFICER direct 2018-07-01
CHAPMAN, JOHN, EDWARD MANAGING MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
KRAUSE, ALAN, RODNEY MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01

CLEARWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

CLEARWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2019-11-13
Name Title Start Date Direct/Indirect % Ownership
CHAPMAN, JOHN, EDWARD CHIEF EXECUTIVE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
DEHAAN, JEFFREY, PAUL CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
CLEARWATER CAPITAL PARTNERS, LLC HOLDING COMPANY 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC HOLDING COMPANY direct 2017-05-01
KRAUSE, ALAN, RODNEY CHIEF FINANCIAL OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE DIRECTOR 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
SLEETING, JOHN, WILLIAM CHIEF OPERATING OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLEARWATER CAPITAL ADVISORS, LLC CHIEF OPERATING OFFICER direct 2018-07-01
CHAPMAN, JOHN, EDWARD MANAGING MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
KRAUSE, ALAN, RODNEY MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01

CLEARWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2019-05-23
Name Title Start Date Direct/Indirect % Ownership
CHAPMAN, JOHN, EDWARD CHIEF EXECUTIVE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
DEHAAN, JEFFREY, PAUL CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
CLEARWATER CAPITAL PARTNERS, LLC HOLDING COMPANY 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC HOLDING COMPANY direct 2017-05-01
KRAUSE, ALAN, RODNEY CHIEF FINANCIAL OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE DIRECTOR 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
SLEETING, JOHN, WILLIAM CHIEF OPERATING OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLEARWATER CAPITAL ADVISORS, LLC CHIEF OPERATING OFFICER direct 2018-07-01
CHAPMAN, JOHN, EDWARD MANAGING MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
KRAUSE, ALAN, RODNEY MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01

CLEARWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
CHAPMAN, JOHN, EDWARD CHIEF EXECUTIVE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
DEHAAN, JEFFREY, PAUL CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
CLEARWATER CAPITAL PARTNERS, LLC HOLDING COMPANY 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC HOLDING COMPANY direct 2017-05-01
KRAUSE, ALAN, RODNEY CHIEF FINANCIAL OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE DIRECTOR 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
SLEETING, JOHN, WILLIAM CHIEF OPERATING OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLEARWATER CAPITAL ADVISORS, LLC CHIEF OPERATING OFFICER direct 2018-07-01
CHAPMAN, JOHN, EDWARD MANAGING MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
KRAUSE, ALAN, RODNEY MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01

CLEARWATER CAPITAL ADVISORS, LLC

ownership team - last updated 2017-11-17
Name Title Start Date Direct/Indirect % Ownership
CHAPMAN, JOHN, EDWARD CHIEF EXECUTIVE OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
DEHAAN, JEFFREY, PAUL CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2013-03-01
CLEARWATER CAPITAL PARTNERS, LLC HOLDING COMPANY 05/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC HOLDING COMPANY direct 2017-05-01
KRAUSE, ALAN, RODNEY CHIEF FINANCIAL OFFICER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE MEMBER 03/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
CHAPMAN, JOHN, EDWARD MANAGING MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MANAGING MEMBER indirect 2017-05-01
BORHART, LEONARD, GEORGE MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01
KRAUSE, ALAN, RODNEY MEMBER CLEARWATER CAPITAL PARTNERS, LLC 05/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BSC PRIVATE WEALTH MANAGEMENT, LLC PARTNER direct 2006-03-01
BSC PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC CHIEF FINANCIAL OFFICER direct 2006-03-01
CLEARWATER CAPITAL ADVISORS, LLC MEMBER indirect 2017-05-01

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