Updated:
Clear Springs Wealth
Clear Springs Wealth is a U.S. multi-family office serving ultra-high-net-worth families with real estate, private credit, and hedge fund allocations.
Clear Springs Wealth
Clear Springs Wealth was founded in the 2000s as an independent registered investment advisor (RIA) providing comprehensive wealth management for select families. The firm focuses on ultra-high-net-worth individuals with complex balance sheets, offering services that integrate investment management with estate planning, tax strategy, and philanthropic advisory. Wealth origins among clients span technology entrepreneurship, healthcare practice ownership, and multigenerational inherited assets. The firm deploys capital tactically across private real estate, private credit instruments, and hedge fund allocations. It does not maintain a proprietary fund vehicle but negotiates direct co-investment rights for clients in real estate partnerships and middle-market lending vehicles. Clear Springs Wealth sources deal flow through a network of independent sponsors, regional asset managers, and family office intermediaries rather than through institutional fund relationships. The firm's geographic footprint is U.S. concentrated, with particular density in the Northeast and Texas. Clear Springs Wealth operates with a team of fewer than 20 professionals, including advisors, portfolio analysts, and operations staff dedicated to family-level service. No additional offices beyond a single headquarters have been publicly identified. The firm has not disclosed any formal philanthropic foundation or operating company, though it advises clients on donor-advised funds and direct charitable giving. A recent operational development is the onboarding of a director of family governance to formalize succession planning for three multigenerational client families (public record, 2024). The firm's structural differentiator is its independent adviser status — it does not sell proprietary products, custody its own assets, or accept commissions. This separation from bank or broker-affiliated models aligns the firm as a fiduciary-level steward of family wealth. Governance is structured around family councils for each client, with Clear Springs Wealth serving as an outsourced family office layer rather than a principal investor.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
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.
Is Clear Springs Wealth a single-family office or a multi-family office?
Clear Springs Wealth is structured as a multi-family office. It serves multiple unrelated families, each with customized investment mandates, estate plans, and governance structures.
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.
Where does the underlying wealth of Clear Springs Wealth clients come from?
Client wealth originates from technology entrepreneurship, healthcare practice ownership, and multigenerational inherited assets. The firm does not disclose specific family names or net worth figures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: