Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- GlobalNorth America
- Typical ticket
- $2m–$10m
- AUM
- $414M
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Clearwell Group is a Tampa, Florida-based family office founded in 2019 that makes control equity investments primarily in southeastern U.S. companies across manufacturing, business services, environmental services, healthcare, software, and financial services sectors. It emphasizes building lasting family legacies and stewardship.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
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