Cliffwater Review

Trust Score 97%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Cliffwater, federally registered in 2004, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 28 advisors. Cliffwater manages $1.7 billion and provides investment advisory services for 40 clients (1:2 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $42,561,501
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:2
Headquarters Marina Del Rey, CA
SEC Filings Forms and Brochures    (CRD # 132167)
State(s) Registered CA, NJ, NY

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