Verified 10 Nov 2026
Clearwell Group
Clearwell Group is a Tampa, Florida family office offering investment management, estate planning, philanthropic advice and family business consulting to client families. Its private equity arm makes control investments in companies based in the southeastern United States with at least $2 million of EBITDA, and its portfolio supports nearly 1,000 jobs. Its Form ADV filed on 1 April 2026 reported $414 million in regulatory assets for 29 clients.
- Type
- Multi-family office
- Location
- Tampa, Florida, United States
- Sectors
- Public equities, Private equity, Real estate, Direct investments, Fixed income
- Fund size / AUM
- $414M regulatory AUM (Form ADV, filed 2026-04-01)
- Latest fund or filing
- 1 Apr 2026
- Website
- clearwellgroup.com
Contacts on file
For Clearwell Group, the paid file holds: 3 named decision-makers with roles; LinkedIn page.
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Notable investments
Flash-RiteClear CompaniesSteadfast AllianceNational Boiler ServiceIron Container
Sources
- adviserinfo.sec.gov/firm/summary/306186
- reports.adviserinfo.sec.gov/reports/ADV/306186/PDF/306186.pdf
- clearwellgroup.com
- clearwellgroup.com/private-equity/
- clearwellgroup.com/investment-program/
- clearwellgroup.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 13 lists
Family offices in Florida (40)Family offices in the Southeast (72)US family offices that invest in real estate (86)US family offices that invest in direct deals in private companies (90)Family offices that invest in fixed income (93)US family offices that invest in private equity (111)Family offices that invest in direct deals in private companies (143)Family offices that invest in real estate (149)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)