Clearstead; Clearstead Advisory Solutions
Asset Manager SEC-registered adviser
Legal name: Clearstead Advisors, LLC
AUM
$33.9B
Regulatory AUM
Private funds
3
Private Equity 3
Private fund assets
$173.5M
Gross asset value
Employees
280
Last Form D raise
May 2026
Most recent fund filing
From SEC Form ADV filing (filed Jul 31, 2026). View on SEC
People(8)
Owners and executive officers named on the firm's SEC Form ADV.
A
B
C
D
M
M
S
W
Funds(3)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Clearaccess Fund, LP | Private Equity | $47.1M | $220.2M | 148 | May 2026 | Hot |
| Smartsheet SPV, LLC | Private Equity | $7.8M | $8.0M | 22 | Jan 2025 | Cool |
| Clearstead Global Equity Fund, LLC | Private Equity | $118.6M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 105674
- SEC file number
- 801-33554
- CIK
- 842775
Sources
- SEC Form ADV Oct 14, 2026