Clearwater Management Co., Inc.

Overview

Clearwater Management Co., Inc. is an SEC registered investment adviser based in Saint Paul, MN, registered since 1987. It reports $4.7B in assets under management across 13 accounts, with 1 employees.

Reported AUM

$4.7B

Discretionary

100%

Accounts

13

Average account

$36M

Employees

1

Registered since

1987

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Selection of Other Advisors

Client types

• Investment Companies
• Pooled Investment Vehicles

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 12

• Jason Keith Mitchell Chief Compliance Officer CRD 5859466
• Catherine Lane Weyerhaeuser Director CRD 4336199
• Courtland Baxter Cunningham Director, Vice President, Secretary CRD 2275865

9 more executive officers, with direct contact details

Location

Headquarters

30 7th St E Ste 2000
Saint Paul, MN 55101

County

Ramsey

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions

Every state, with registration dates

Similar firms near Saint Paul

• Securian Asset Management, Inc.Saint Paul, MN$41.6B AUM
• Mairs & PowerSaint Paul, MN$12.1B AUM
• Fiduciary Counselling IncSaint Paul, MN$10.1B AUM
• Stonebridge Capital Advisors LLCSaint Paul, MN$2.5B AUM
• U.S. Bancorp Advisors, LLCSaint Paul, MN$1.8B AUM