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CLEARWATER ANALYTICS, LLC

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Company Details

Name: CLEARWATER ANALYTICS, LLC
Jurisdiction: Idaho
Legal type: Foreign Limited Liability Company
Status: Active-Existing
Date of registration: 02 Dec 2013 (12 years ago)
Financial Date End: 31 Dec 2025
Entity Number: 402482
Place of Formation: DELAWARE
File Number: 402482
ZIP code: 83702
County: Ada County
Principal Address: 777 W MAIN STREET SUITE 900 BOISE, ID 83702
Mailing Address: JAKE MCGRADY STE 900 777 W MAIN ST BOISE, ID 83702-6183

Agent

Name Role Address
INCORPORATING SERVICES, LTD. Agent 10020 W FAIRVIEW AVE, STE 104, BOISE, ID 83704

Manager

Name Role Address Appointed On
Clearwater Analytics, LLC Manager 777 W. MAIN ST, BOISE, ID 83702 2020-11-03

Form 5500 Series

Employer Identification Number (EIN):
421658172
Plan Year:
2023
Number Of Participants:
951
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
870
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Registered Agent Name/Address Change (mass change) 0006288767 2025-05-30
Annual Report 0005966908 2024-11-05
Annual Report 0005465334 2023-11-06
Annual Report 0004972845 2022-11-03
Registered Agent Name/Address Change (mass change) 0004916792 2022-09-15

Trademarks Section

Serial Number:
90861196
Mark:
CLEARWATER ANALYTICS
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-08-02
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CLEARWATER ANALYTICS

Goods And Services

For:
Computerized accounting services
First Use:
2021-07-22
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Financial services, namely, financial investment reporting and monitoring services provided via internet-based or cloud-based software technology
First Use:
2021-07-22
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Software as a service (SAAS) services featuring software for accounting, investment compliance, investment portfolio risk and performance analytics
First Use:
2021-07-22
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
90770277
Mark:
CLEARWATER PRISM
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-06-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CLEARWATER PRISM

Goods And Services

For:
Computerized accounting services
First Use:
2021-06-16
International Classes:
035 - Primary Class
Class Status:
ACTIVE
For:
Financial services, namely, financial investment reporting and monitoring services provided via internet-based or cloud-based software technology
First Use:
2021-06-16
International Classes:
036 - Primary Class
Class Status:
ACTIVE
For:
Software as a service (SAAS) services featuring software for accounting, investment compliance, investment portfolio risk and performance analytics
First Use:
2021-06-16
International Classes:
042 - Primary Class
Class Status:
ACTIVE
Serial Number:
85432255
Mark:
CLEARWATER
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2011-09-26
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CLEARWATER

Goods And Services

For:
Computerized accounting services
First Use:
2011-07-01
International Classes:
035 - Primary Class
Class Status:
SECTION 8 - CANCELLED
For:
Software as a service (SAAS) services featuring software for accounting, investment compliance, investment portfolio risk and performance analytics
First Use:
2011-07-01
International Classes:
042 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
78515833
Mark:
CLEARWATER ANALYTICS
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2004-11-12
Mark Drawing Type:
5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM
Mark Literal Elements:
CLEARWATER ANALYTICS

Goods And Services

For:
Monitoring and reporting of accounting, compliance, performance and risk data for investment assets held at one or more custody/safekeeping locations
First Use:
2004-11-01
International Classes:
035 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
77469204
Mark:
MONEY FUND TRANSPARENCY
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2008-05-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
MONEY FUND TRANSPARENCY

Goods And Services

For:
Application service provider (ASP) featuring software for use webbased financial reporting
First Use:
2007-10-09
International Classes:
042 - Primary Class
Class Status:
SECTION 8 - CANCELLED

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Date of last update: 04 Jun 2025

Sources: Idaho Secretary of State