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Family Office · $3.5bn AUM

Clearstead Advisors

Cleveland, United Stateswww.clearstead.com/
51
Contacts
1
Mandates
Verified profileData completeness 100%Updated 2026-05-19

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

Clearstead Advisors: US family office & wealth manager, ~USD 3.5B AUM estimated

Unlock mandates & allocation signals

See Clearstead Advisors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals, dated and attributed
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

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