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CLIFFWATER LLC

4640 Admiralty Way
11th Floor
Marina Del Rey, California 90292-6623
Tel: 310-448-5000

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About CLIFFWATER LLC

CLIFFWATER LLC, formally registered with the SEC as CLIFFWATER LLC. The firm was established in 07/08/2004. They have over 4 offices throughout the country.

CLIFFWATER LLC is a Marina Del Rey, California based Financial Planning firm with nearly $26,711,555,154 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 137 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#132167
SEC#801-63344
Assets Managed by Firm$26,711,555,154
No. of Clients25
No. of Advisors137

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Other (PUBLISH INDICES; PROVIDE DUE DILIGENCE RESEARCH REPORTS)

Firm Client Information

No. of ClientsAUM
Firm Total25$26,711,555,154
High net worth individuals10$160,416,214
Pension and profit sharing plans7$572,400,625
Charitable organizations2$160,836,706

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