THE CLEARACCESS® ADVANTAGE 

 

experience. access. ease.

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ClearAccess is a platform created to simplify investing in illiquid alternatives by combining years of experience, access to high quality managers, and a streamlined process to access private investments.

ClearAccess provides a platform with typically lower costs to clients compared to investing in other hedge or private equity fund of funds directly. Clearstead accomplishes this by working with a third-party alternatives investment platform whose management fees are negotiated by Clearstead. Clearstead does not receive any compensation from the underlying alternative managers that it recommends through ClearAccess.

 

Please see additional disclosures in ADV Part 2A under the SEC Disclosures section in our website navigation.

THE CLEARACCESS ADVANTAGE

ACCESS TO OPPORTUNITIES THAT MAY BE CLOSED TO NEW INVESTORS WITH LOW INVESTMENT MINIMUMS

SIMPLIFIED SUBSCRIPTION DOCUMENTS AND SINGLE K-1 REGARDLESS OF NUMBER OF INVESTMENTS

POTENTIAL FOR LIQUIDITY THROUGH ACCESS TO OTHER INVESTORS ON CLEARACCESS PLATFORM

CLEARACCESS SIMPLIFIES INVESTING IN ALTERNATIVES

Over the past twenty years, demand for illiquid alternative invest­ments from our institutional and private clients has continued to grow. In the past, however, there were obstacles to direct investing for many clients. The ClearAccess platform removes these obstacles so clients can build customized and professionally allocated portfolios of hedge funds and private equity.

Clearstead currently advises over $3 billion in active illiquid strategies. For years we have built a research team dedicated to finding quality illiquid investments with strong performance for our clients. Access to such managers can be difficult, and only can be built over time, through a strong network, and by continuously scouring managers for opportunities.

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CLEARACCESS IS AVAILABLE TO CLIENTS WHO MEET CERTAIN QUALIFICATIONS. CONTACT US TO DISCUSS OUR SERVICES AND IF CLEARACCESS MAY BE AN APPROPRIATE SOLUTION FOR YOU OR YOUR ORGANIZATION.

CLEARACCESS BALANCED HEDGE

ClearAccess Balanced Hedge is a select group of hedge funds designed to work in concert to generate an absolute return of Cash plus 4-6% over a complete market cycle. ClearAccess Balanced Hedge also is designed to mitigate risk with low correlations to both equities and fixed income.

CLEARACCESS PRIVATE EQUITY SERIES I

ClearAccess Private Equity Series I is a select group of private equity funds designed to diversify among stage, geography, size, and sector to generate competitive returns over a full market cycle. ClearAccess facilitates all the capital calls, distributions, statements, performance, and tax information for all the individual funds.

DISCLOSURES

Information is general in nature and should not be construed as an advertisement or as investment advice. Clearstead disclaims any liability for any direct or incidental loss incurred by applying any of the information listed. All investment decisions must be evaluated as to whether it is consistent with each investor’s specific investment objectives, risk tolerance, and financial situation.

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

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