CLIFFWATER LLC
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served7-1 YoYRank #1705 of mapped providers
Assets under administration$27.1B0.0%Market share · rank #494
Fees received$2MMedian $132,888/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CLIFFWATER LLC plan look like?
Service mix · median fees per plan
Count of plans where CLIFFWATER LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension)Code 17 | 4 | $54,934 | |
Investment management; Investment management fees paid directly by planCode 28 | 2 | $681,319 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $500,000 |
Competitor overlap
Percent of CLIFFWATER LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CLIFFWATER LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CLIFFWATER LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CIGNA HOLDING COMPANYPA · 061059331-001 | GROOM LAW GROUP | $4.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $500,000 | 3y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $1M | 10y | - |
ABBOTT LABORATORIESIL · 360698440-300 | $4.2B | 23,300 | $250,000 | 10y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-100 | $3.5B | 11,069 | $132,888 | 9y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-041 | $1.4B | 10,213 | $55,702 | 9y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-101 | $1.4B | 15,625 | $54,166 | 9y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-305 | $623M | 14,872 | $23,569 | 9y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (1)
Raw Schedule C names collapsed into CLIFFWATER LLC.
- CLIFFWATER LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CLIFFWATER LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CLIFFWATER LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent