# Clearstead Advisors

Clearstead Advisors is a Multi Family Office based in Cleveland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** 1100 Superior Avenue East, Suite 700, Cleveland, OH 44114
- **Founded:** 1989
- **Assets under management:** 55000 (Altss estimate)
- **Website:** clearstead.com
- **LinkedIn:** https://www.linkedin.com/company/clearstead

## Regulatory record

- **CRD number:** 105674
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105674

## About

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.

## Sectors

- Energy Transition & Renewables
- Healthcare Services
- FinTech

## Offices

- Portland, ME
- Santa Fe, NM
- Norfolk, VA
- Seattle, WA
- Chicago, IL

## People

- Brad Knapp — CEO and President
- Aneet Deshpande — Chief Investment Officer
- Wayne Wilbanks — Partner

## 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.

## Related profiles

- [Franger Investment](https://altss.com/profile/franger-investment-franger-family-office)
- [Fedesa](https://altss.com/profile/fedesa)

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Last updated: 2026-07-06T00:42:23.011Z

Canonical page: https://altss.com/profile/clearstead-advisors

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