Clearstead
15 contactswww.clearstead.com
Clearstead is an advisory firm serving institutional and private clients, aiming to help them exceed their aspirations and build stronger legacies for their families, communities and themselves. It operates on a fee-only advisory model and provides objective financial leadership. The firm sells no proprietary products and takes no commissions on investments it recommends. Advisory fees are its only revenue, a structure it considers central to the objectivity of its service.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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