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CLEARWATER ADVISORS, LLC

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Company Details

Name: CLEARWATER ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 28 Aug 2001 (24 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 63090
Place of Formation: IDAHO
File Number: 63090
ZIP code: 83702
County: Ada County
Principal Address: 101 S CAPITOL BLVD STE 1201 BOISE, ID 83702
Mailing Address: STE 1201 101 S CAPITOL BLVD BOISE, ID 83702-7780

Agent

Name Role Address
C. DAVID DUNN Agent 101 S CAPITOL BLVD STE 1201, BOISE, ID 83702

Manager

Name Role Address Appointed On
Daniel Bates Manager 101 S CAPITOL BLVD., BOISE, ID 83702 2020-07-06

Links between entities

Type:
Headquarter of
Company Number:
1193882
State:
CONNECTICUT

Legal Entity Identifier

LEI Number:
254900O9Z7V59SDFBW75

Registration Details:

Initial Registration Date:
2017-11-22
Next Renewal Date:
2025-09-23
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
820536087
Plan Year:
2023
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
17
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Annual Report 0005796342 2024-07-03
Annual Report 0005354774 2023-08-07
Annual Report 0004805765 2022-07-06
Annual Report 0004367631 2021-08-03
Annual Report 0003931524 2020-07-06

USAspending Awards / Financial Assistance

Date:
2020-04-23
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
199200.00
Total Face Value Of Loan:
0.00

Trademarks Section

Serial Number:
78515816
Mark:
CLEARWATER ADVISORS
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 ADVISORS

Goods And Services

For:
institutional fixed income investment management services, especially managing liquidity assets for corporations
First Use:
2001-09-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
77283397
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:
2007-09-19
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CLEARWATER

Goods And Services

For:
Investment advisory services
First Use:
2001-09-01
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
88640640
Mark:
CLEARWATER
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-10-03
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
CLEARWATER

Goods And Services

For:
Investment advisory services
First Use:
2006-04-07
International Classes:
036 - Primary Class
Class Status:
Active

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Date of last update: 25 May 2025

Sources: Idaho Secretary of State