Clearstead
Alpha Nasdaq OCIO Indices - ContributorCLEVELAND, OH
Form ADV and provider website profile · CRD 105674 · regulatory data as of Jul 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Clearstead. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$33.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
14,707Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$25.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$7.9BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Regulatory Private Funds
Form ADV source3Reported private funds
3Private Equity
Showing 3 of 3 reported funds.
| Fund | Type | Identifier | Fund of funds | Investment Company Act | Clients invested |
|---|---|---|---|---|---|
| CLEARACCESS FUND, LP | Private Equity | 805-4775049682 | Yes | Not reported | 4 |
| CLEARSTEAD GLOBAL EQUITY FUND, LLC | Private Equity | 805-6939673445 | Yes | Yes | 1 |
| SMARTSHEET SPV, LLC | Private Equity | 805-6505078283 | Yes | Not reported | 1 |
A reported private fund is not necessarily used in OCIO client portfolios. The disclosure reflects the registered adviser’s Form ADV private-fund reporting.