Clearwell Group
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...

Clearwell Group
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.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
—
Location
Region
North America
Country
—
City
Tampa
Corporate office
33606, Tampa, FL, US, 610 West De Leon Street
Frequently asked questions
What is Clearwell Group?
Clearwell Group is a multi family office headquartered in Tampa.
When was Clearwell Group founded?
Clearwell Group was founded in 2009.
Where is Clearwell Group headquartered?
Clearwell Group is headquartered in Tampa, in the North America region.
How many professionals work at Clearwell Group?
Altss tracks approximately 11 professionals associated with Clearwell Group.
What does Altss track for Clearwell Group?
Altss maintains an OSINT-verified profile of Clearwell Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Clearwell Group's website?
Clearwell Group's public website is clearwellgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Clearwell Group?
Clearwell Group is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Clearwell Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Clearwell Group?
Clearwell Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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