Cliffwater LLC

Cliffwater LLC, legally known as CLIFFWATER LLC, is a DE Limited Liability Company that boasts of serving 32 clients. With 43 employees, including 28 advisors, the firm has been approved by the U.S. Securities and Exchange Commission, with its registration dating back to Jul 8, 2004.

• DANIEL STERN

  MEMBER / SENIOR MANAGING DIRECTOR owns more than 5% but less than 10%

• JONATHAN ADAM ROGAL

  MEMBER / SENIOR MANAGING DIRECTOR / GENERAL COUNSEL owns less than 5%

• KATHLEEN KAY BARCHICK

  MEMBER / SENIOR MANAGING DIRECTOR owns more than 25% but less than 50%

• LANCE JEREMY JOHNSON

  CHIEF OPERATIONS OFFICER owns less than 5%

• MARIO ARTHUR INDELICATO

  CHIEF COMPLIANCE OFFICER owns less than 5%

• STEPHEN LANE NESBITT

  MEMBER / CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%

• North PIER Fiduciary Management LLC
• Aperimus Capital LLC
• Seidler Kutsenda Management Company LLC
• Aspiration Fund Adviser LLC

• Cliffwater LLC Q3 2022 vs. Q4 2022: A Look at the Top Holdings

• CVB FINANCIAL CORP $113,728k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $47,391k
• VANGUARD INDEX FDS TOTAL STK MKT $40,263k
• ARES CAP CORP $9,824k
• New Mtm Fin Corp $9,639k
• GOLUB CAP BDC INC $9,298k
• TPG SPECIALTY LENDING INC $9,170k
• BLACKROCK TCP CAP CORP $9,109k
• VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $8,290k
• SPDR S&P 500 ETF TR TR UNIT $6,222k