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Clear Springs Wealth
CLEAR SPRINGS WEALTH is a state-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee...
Overview
CLEAR SPRINGS WEALTH is a state-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Clear Springs Wealth?
Clear Springs Wealth does not publicly name its principals. Investment decisions are handled by the firm's internal investment committee, which includes senior advisors and portfolio managers. No single CIO or CEO is identified in public materials.
How does Clear Springs Wealth source deal flow?
The firm sources proprietary deal flow through a network of independent sponsors, regional real estate developers, and middle-market lenders. It does not rely on institutional fund relationships or participate in large-scale secondary markets.
Does Clear Springs Wealth manage any proprietary investment vehicles?
No. The firm does not sponsor its own funds or pooled vehicles. It negotiates direct investments and advisory-led co-investments on behalf of client families, with assets held at independent custodians.
What investment stages does Clear Springs Wealth target?
The firm targets core-plus and opportunistic real estate, senior and mezzanine private credit, and hedge fund strategies. It does not pursue venture capital or early-stage equity.
Which sectors does Clear Springs Wealth explicitly avoid?
The firm explicitly avoids cryptocurrency, venture capital, and public equity long-only strategies. Its mandate focuses on capital preservation through non-correlated, income-generating assets.
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