Clearwell Group

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Clearwell Group Overview

Type

Multi Family Office

Year Founded

2009

General Information

Clearwell Group is a multi-family office headquartered in Tampa. Founded in 2009 with wealth derived from investment management and financial services, the firm facilitates strong family cultures through investment management, estate planning, philanthropy and direct private equity. It makes control or meaningful minority investments in lower-middle-market businesses across the southeastern United States and selectively acquires commercial and residential real estate—deploys patient, evergreen capital.

Contact Information

Website:
http://clearwellgroup.com

Year Founded:
2009

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
33606, Tampa, FL, US, 610 West De Leon Street

Portfolio & Notable Allocations


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Clearwell Group | Tampa Multi Family Office | Altss