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Cliffwater LLC
SEC-regulated
Registered investment advisor
Cliffwater LLC is a financial advisor firm established in 2004, providing investment advisory services to institutions, high net worth individuals, and others globally. They specialize in alternative investments such as private equity, hedge funds, and real estate. Clients can opt for non-discretionary or discretionary advisory services tailored to their needs. The firm manages assets totaling approximately $119.87 billion, with $85.33 billion in non-discretionary services and $34.54 billion in discretionary services. Cliffwater does not charge performance-based fees and acts as a fiduciary, aiming to treat all clients fairly. They conduct thorough due diligence on investment opportunities and provide ongoing monitoring. The firm's investment strategies are based on internal research and analysis, with a focus on risk management. Clients receive regular reports and have access to a secure website for updates. Cliffwater does not receive compensation for fund selections and ensures best execution for client transactions. They have a Code of Ethics to guide employee conduct and monitor trade errors. The firm does not have custody of client assets and provides voting services for discretionary clients. Cliffwater maintains financial stability and transparency, ensuring clients' interests are prioritized.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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