Clearwater Portfolio Management
About Clearwater Portfolio Management
Clearwater Portfolio Management is a company based in Sydney (Australia) was acquired by PAC Capital in November 2022.. Clearwater Portfolio Management offers products and services including Dynamic Fund, Diversified Fund, Balanced Plus Real Return Fund, and Growth Real Return Fund. Clearwater Portfolio Management operates in a competitive market with competitors including 77 Partners, Blue Ocean Equities, Capella Capital, Pursue Wealth and First Super, among others.
- Headquarter Sydney, Australia
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Clearwater Portfolio Management
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
PAC Capital
(Nov 01, 2022)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Clearwater Portfolio Management
Clearwater Portfolio Management offers a comprehensive portfolio of products and services, including Dynamic Fund, Diversified Fund, Balanced Plus Real Return Fund, and Growth Real Return Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
High-risk fund maximizing returns through diversified opportunities for investors.
Low-risk fund providing steady returns across various assets for stability.
Balanced fund aiming for real returns with moderate risk management strategies.
Growth-oriented fund focusing on long-term returns via global investments.
Funding Insights of Clearwater Portfolio Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Clearwater Portfolio Management
Clearwater Portfolio Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include PAC Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Investment management services are provided by PAC Capital.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Clearwater Portfolio Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Clearwater Portfolio Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Clearwater Portfolio Management Comparisons
Competitors of Clearwater Portfolio Management
Clearwater Portfolio Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as 77 Partners, Blue Ocean Equities, Capella Capital, Pursue Wealth and First Super, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Invests in and partners with frontier tech founders for scalable ventures.
|
|
| domain | founded_year | HQ Location |
Offers broking services, stock research, and corporate advisory for financial markets.
|
|
| domain | founded_year | HQ Location |
Provider of financial advisory services
|
|
| domain | founded_year | HQ Location |
Provides financial planning, mortgage broking, and accounting services for clients in Australia.
|
|
| domain | founded_year | HQ Location |
Produces high-quality biodegradable paper straws for sustainable packaging needs.
|
|
| domain | founded_year | HQ Location |
Offers financial advice, wealth management, loans, and retirement planning services.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Clearwater Portfolio Management
Frequently Asked Questions about Clearwater Portfolio Management
Where is Clearwater Portfolio Management located?
Clearwater Portfolio Management is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Who is the current CEO of Clearwater Portfolio Management?
Gary Lucas is the current CEO of Clearwater Portfolio Management.
What does Clearwater Portfolio Management do?
Clearwater Portfolio Management, based in Sydney, focuses on offering financial products and advice, managing assets, and financial advisors. Provider of investment management services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Clearwater Portfolio Management?
Clearwater Portfolio Management's top competitors include Capella Capital, MWL Financial Group and Wright Planning.
What products or services does Clearwater Portfolio Management offer?
Clearwater Portfolio Management offers Dynamic Fund, Diversified Fund, Balanced Plus Real Return Fund, and Growth Real Return Fund.
Who are Clearwater Portfolio Management's investors?
Clearwater Portfolio Management has 1 investor. Key investors include PAC Capital.