# St. Clair Advisors

St. Clair Advisors is a Multi Family Office based in Mayfield Heights, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mayfield Heights, United States
- **Region:** North America
- **Address:** 5875 Landerbrook Drive, Suite 240, Mayfield Heights, OH 44124, United States
- **Founded:** 2010
- **Assets under management:** $998M (Altss estimate)
- **Website:** saintclairllc.com
- **LinkedIn:** https://www.linkedin.com/company/st-clair-advisors-llc

## Regulatory record

- **CRD number:** 155064
- **SEC file number:** 801-71857
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155064

## About

St. Clair Advisors was founded in 2010 by Ronald E. Bates and David W. Sommer in Mayfield Heights, Ohio. The firm began as an independent RIA focused on high-net-worth families and entrepreneurs in the Cleveland region. It has maintained a fee-only model that prioritizes fiduciary alignment over product sales. The firm deploys capital across public equities, hedge funds, private equity fund-of-funds, direct co-investments and real estate. It also maintains exposure to infrastructure and biotech opportunities. Geographic reach centers on North America with primary activity in the United States. No specific portfolio company holdings appear in public materials. The team includes 15 professionals handling investment selection, tax compliance, wealth transfer and family office administration. Craig A. Steinbrink oversees operations and private investment due diligence. Fred Botek coordinates family office services. The firm received the 2016 Weatherhead Upstart 100 award for regional growth. No operational events from the last 24 months are documented in available sources. St. Clair Advisors operates without proprietary products or external capital raises. Its governance ties investment decisions directly to the principals who also serve on client investment committees, creating a flat structure uncommon among larger multi-family offices.

## Sectors

- Real Estate
- Biotech

## People

- David W. Sommer — Chief Executive Officer and Chief Investment Officer
- Ronald E. Bates — Chairman Emeritus
- Craig A. Steinbrink — Chief Operating Officer and Senior Investment Advisor
- Fred Botek — Director of Family Office Services

## Questions

### Who runs investment decisions at St. Clair Advisors?

David W. Sommer serves as Chief Investment Officer and sets strategic asset allocation. An internal investment committee that includes Ronald E. Bates reviews manager selection and private investment opportunities.

### How does St. Clair Advisors source proprietary deal flow?

The firm relies on relationships with external managers and regional networks rather than proprietary origination. Direct co-investments and SPVs are evaluated through manager platforms and existing client connections.

### Does St. Clair Advisors participate in fund commitments or only direct deals?

The firm uses both approaches. It commits to hedge funds, fund-of-funds and infrastructure vehicles while also accessing direct co-investments and SPVs through manager relationships.

### What investment stages does St. Clair Advisors typically target?

The firm focuses on buyout and later-stage opportunities through fund commitments and co-investments. Public market and real estate allocations provide additional diversification.

## Related profiles

- [Wiss Family Office](https://altss.com/profile/wiss-family-office)
- [ASA Investments](https://altss.com/profile/asa-investments)

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Last updated: 2026-07-06T01:24:25.865Z

Canonical page: https://altss.com/profile/st-clair-advisors-llc

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