Key facts
- Clearwell Group is a family office based in Tampa, Florida.
- The team roster lists 2 people.
About Clearwell Group
Founded in 2009, Clearwell Group is a family office investment firm based in Tampa, Florida. The firm seeks to make control equity investments in companies located in the southeastern United States. The firm also invests in commercial, industrial, and multi-family residential properties.
Registered with the SEC
Form ADV · 2026-04 · CRD 306186- Regulatory AUM
- —
- Private fund assets
- $197.8M
- Private funds
- 23 · 14 private equity, 8 real estate, 1 other
- Staff
- 9
- Registered office
- TAMPA, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CLEARWELL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Clearwell Group are on record yet. Positions surface from round participations, filings, and coverage.
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Team
2 people on record — 2 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.