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CG

Family Office

Clearwell Group

Tampa, United Statesclearwellgroup.com/
4
Contacts
1
Mandates
Verified profileData completeness 70%Updated 2026-05-19Sources: 101_consolidated_master, FINTRX, fo_strategy_csv_2026

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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From $599/mo · 20% off annual

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