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Smartsheet SPV, LLC

Private Equity FundFund ID 805-6505078283Washington, United States
Gross assets
$7.8M
Min. investment
$50K
Beneficial owners
32
Size rank
Top 81%
Audited
Yes
Structure
Standalone

About this fund

Smartsheet SPV, LLC is a private equity fund managed by Clearstead Advisors, LLC. The fund reports $7.8 million in gross assets, placing it among the top 81% of private funds by size. The stated minimum investment is $50,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6505078283
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Clearstead Global Equity Fund, LLCPrivate Equity$118.6M
Clearaccess Fund, LPPrivate Equity$47.1M

Frequently asked questions

How large is Smartsheet SPV, LLC?

Smartsheet SPV, LLC reports $7.8 million in gross assets, among the top 81% of private funds by size.

What is the minimum investment for Smartsheet SPV, LLC?

The stated minimum investment is $50,000.

Who manages Smartsheet SPV, LLC?

Smartsheet SPV, LLC is managed by Clearstead Advisors, LLC.

Does Smartsheet SPV, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator

Reported gross assets

$7.8M▼ 2%
Mar '25 — $8MApr '25 — $8MMay '25 — $8MJun '25 — $8MJul '25 — $8MAug '25 — $8MSep '25 — $8MOct '25 — $8MNov '25 — $8MDec '25 — $8MJan '26 — $8MFeb '26 — $8MMar '26 — $7.8MApr '26 — $7.8MMay '26 — $7.8MJun '26 — $7.8M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 81%
Larger than 19% of 67,041 private funds
Gross assets vs Private Equity FundsTop 80%
Larger than 20% of 31,066 private equity funds
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.