Clearstead Advisors
Clearstead Advisors is a multi-family office headquartered in Cleveland, United States. Founded in 1989 and rooted in investment consulting fees generated by founder Thomas Hartland’s advisory practice, the firm advises wealthy families, endowments,...
Clearstead Advisors
Clearstead Advisors is a multi-family office headquartered in Cleveland, United States. Founded in 1989 and rooted in investment consulting fees generated by founder Thomas Hartland’s advisory practice, the firm advises wealthy families, endowments, foundations, and retirement plans across asset allocation, private markets, and trust administration. Its team integrates portfolio management with tax planning, estate structuring, and family governance—serves families and institutions with integrated investment, tax, and governance advice.
General information
Firm type
Multi Family Office
Year founded
1989
AUM
—
Location
Region
North America
Country
—
City
Cleveland
Corporate office
1100 Superior Avenue East Suite 700, Cleveland, Ohio 44114
Frequently asked questions
What is Clearstead Advisors?
Clearstead Advisors is a multi family office headquartered in Cleveland.
When was Clearstead Advisors founded?
Clearstead Advisors was founded in 1989.
Where is Clearstead Advisors headquartered?
Clearstead Advisors is headquartered in Cleveland, in the North America region.
What does Altss track for Clearstead Advisors?
Altss maintains an OSINT-verified profile of Clearstead Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Clearstead Advisors's website?
Clearstead Advisors's public website is www.clearstead.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Clearstead Advisors?
Clearstead Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Clearstead Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Clearstead Advisors?
Clearstead Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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