AdFi
CL

CLIFFWATER LLC

SEC Registered
MARINA DEL REY, CAhttps://bdcs.com310-448-5000
Assets Under Management
$25B+
Employees
213
Office Locations
4 offices
Total Accounts
25

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals10$172M
Investment Companies2
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans4$813M
Charitable Organizations7$457M
State/Municipal Entities2
Insurance Companies3
Sovereign Wealth Funds0
Corporations1$0

25 total clients reported on Form ADV.

Leadership

Stephen Lane Nesbitt
CHIEF EXECUTIVE OFFICER
Jonathan Adam Rogal
SENIOR MANAGING DIRECTOR / GENERAL COUNSEL
Lance Jeremy Johnson
CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER
Michael Bruce Cowart
CHIEF COMPLIANCE OFFICER
Cw Intermediate Llc
MEMBER
Cw Parent Llc
MEMBER
Stephen Lane Nesbitt
MANAGER
Stephen B Nesbitt
MANAGER
Cw Rollover Lp
GENERAL PARTNER
Stephen Lane Nesbitt
LIMITED PARTNER
Michael Roy Burns
MANAGER
Todd Richard Crockett
MANAGER

Office locations

4 offices in 3 states
CA
MARINA DEL REYHQ
NY
NEW YORK
IL
CHICAGO
CA
NEWPORT BEACH

Regulatory & compliance

CRD number
#132167
SEC Number
801-63344
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLIFFWATER LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

CLIFFWATER LLC in MARINA DEL REY, CA - Financial Advisory Firm | AdvisorFinder