CLIFFWATER LLC

RIASEC RegisteredEst. 2004

Total AUM

$48.5B

Discretionary

$48.5B

100% of AUM

Avg account

$1.9B

Accounts

Employees

213

Advisory reps

Firm details

Headquarters: MARINA DEL REY, California
CRD number: 132167
Registered since: July 8, 2004
Website: www.cliffwater.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE VANGUARD GROUP, INC., ADVISOR SOLUTIONS, RBC INVESTOR SERVICE TRUST, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies90.56%
Other4.18%
State / Municipal Government1.92%
Pooled Investment Vehicles1.68%
Pension & Profit Sharing Plans0.94%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Cliffwater LLC is an SEC-registered investment firm (registered in 2004) that operates as an LLC and is classified as an "other fund provider." The firm provides advisory services across individual/family and institutional clients, charging both asset-based and fixed fees. Its regulated activities include roles as a commodity pool operator or trading adviser (CPO/CTA) and a broad set of portfolio management mandates: individuals and small businesses, pooled vehicles and investment companies, institutions and business clients. Cliffwater also offers pension consulting, manager selection, and publishes research/periodicals. The firm does not identify as an active ESG investor and is not presented as a multi-state or related adviser.