Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Latin AmericaEuropeAsiaNorth America
- Typical ticket
- $5m–$25m
- AUM
- $33.9B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
[AUM enriched 2026-05-03 | confidence: medium] Clearstead Advisors: US family office & wealth manager, ~USD 3.5B AUM estimated
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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Clearstead Advisors
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Clearstead Advisors is a U.S.-based financial advisory firm with a presence in 46 states, focusing on wealth management and investment consulting for high-net-worth families and institutions. The firm is dedicated to providing comprehensive advisory solutions that are innovative and collaborative, assisting clients in achieving lasting financial legacies.
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