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Clearstead Advisors
Clearstead Advisors is a multi-family office headquartered in Cleveland, United States. Thomas Hartland founded the firm in 1989 from fees of his investment...
Clearstead Advisors
Clearstead Advisors is a multi-family office headquartered in Cleveland, United States. Thomas Hartland founded the firm in 1989 from fees of his investment consulting practice. The firm advises wealthy families, endowments, foundations, and retirement plans on asset allocation, private markets, and trust administration and integrates portfolio management with tax planning, estate structuring, and family governance.
General information
Firm type
Multi Family Office
Year founded
1989
AUM
55000 (Altss estimate)
Location
Region
North America
Country
United States
City
Cleveland
Corporate office
1100 Superior Avenue East, Suite 700, Cleveland, OH 44114
Additional offices
Portland, ME · Santa Fe, NM · Norfolk, VA · Seattle, WA · Chicago, IL
Principals
Brad Knapp
CEO and President
Aneet Deshpande
Chief Investment Officer
Wayne Wilbanks
Partner
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Clearstead Advisors?
Aneet Deshpande serves as Chief Investment Officer. Brad Knapp holds the CEO and President roles. Dave Fulton is Chairman.
Does Clearstead Advisors participate in fund commitments or only direct deals?
The firm uses fund-of-funds, hedge funds, and direct co-investments. It also maintains SPV vehicles for select opportunities.
What investment stages does Clearstead Advisors typically target?
The firm covers early stage and growth investments. It pairs these with allocations to private equity and real estate.
Where does the underlying wealth come from?
The firm originated from Thomas Hartland’s investment consulting practice established in 1989.
How is Clearstead Advisors structured relative to its clients?
It operates as a multi-family office that also serves endowments, foundations, and retirement plans with combined investment, tax, and governance services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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