Clearstead Advisors, LLC
● SEC registered since 1988CRD 105674SEC# 801-33554Cleveland, OH
Ranks #388 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$33.88B
Fund GAV
$173.5M
Private funds
3
Employees
280
Accounts
14,707
Location
Cleveland, OH
Clearstead Advisors, LLC assets under management
Clearstead Advisors, LLC operates as an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 1988. It reports $33.9 billion in regulatory assets under management and employs 280 people. Clearstead Advisors, LLC manages 3 private funds with combined gross assets of $173.5 million, including Clearstead Global Equity Fund, LLC. By regulatory assets, it ranks 388 of 6,004 private fund managers.
Clearstead Advisors, LLC private funds
3 funds · $173.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Clearstead Global Equity Fund, LLC | Private Equity | $118.6M | $2.5M |
| Clearaccess Fund, LP | Private Equity | $47.1M | $100K |
| Smartsheet SPV, LLC | Private Equity | $7.8M | $50K |
Clearstead Advisors, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aneet Pradeep Deshpande Control | Chief Investment Officer | Under 5% | 2024 |
| Bradley David Knapp Control | Chief Executive Officer, President | Under 5% | 2025 |
| Brittney Jean Garrett Control | Chief Transformation & Client Experience Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Clearstead Advisors, LLC manage?
Clearstead Advisors, LLC reports $33.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Clearstead Advisors, LLC manage?
Clearstead Advisors, LLC manages 3 private funds with combined gross assets of $173.5 million.
How many employees does Clearstead Advisors, LLC have?
Clearstead Advisors, LLC reports 280 employees.
Where is Clearstead Advisors, LLC located?
Clearstead Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 1988.
Does Clearstead Advisors, LLC disclose fund performance?
Clearstead Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1100 Superior Ave East, Suite 700, Cleveland, OH 44114 |
| Phone | 216-621-1090 |
| Fax | 216-621-1093 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 842775 |
| Discloses disciplinary history | No |
Regulatory AUM
$33.88B▲ 51%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 6%
Larger than 94% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$33.88Bregulatory AUM
Discretionary $25.94BNon-discretionary $7.94B