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CG

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Clearwell Group

United Statesclearwellgroup.com
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Contacts
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Mandates
✦ AI-enriched · 1 field · 75% confData completeness 40%Sources: fo_strategy_csv_2026, SRC-APOLLO-GEO-2026-06-12

Mandate & appetite

Preferred strategies
Private Equity
Target geographies
Typical ticket
AUM
Real-asset allocation
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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Comparable allocators

CP

Family Office

Clearwater Partners

Colchester, United Kingdom

Institutional investor. based in Colchester United Kingdom. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity. Geographic focus: Global. Sectors: infrastructure, office. Active real asset investor

Real EstateReal Estate, Private Equity
Europe0 contacts
CG

Family Office

Clearwell Group

Tampa, United States

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.

Opportunistic, Value Add
US & Canada0 contacts
CP

Other

Clearwater Partners

London, United Kingdom

Institutional investor. based in London United Kingdom. LP type: Family Office. Asset class focus: Private Equity, Real Estate. Sectors: hotels. Active real asset investor

Private EquityReal Estate
Europe0 contacts
CC

Family Office

Clearwater Capital Partners

Hoffman Estates, United States

Located in Hoffman Estates, IL, Clearwater Capital Partners is an investment advisory firm specializing in personalized wealth management for ultra-high net worth families, alongside institutional advisory services. The firm is committed to offering tailored financial strategies that extend beyond traditional Wall Street approaches.

0 contacts
CA

Other

Clearstead Advisors

Cleveland, United States

Clearstead Advisors is a U.S.-based financial advisory firm with a presence in 46 states, focusing on wealth management and investment consulting for high-net-worth families and institutions. The firm is dedicated to providing comprehensive advisory solutions that are innovative and collaborative, assisting clients in achieving lasting financial legacies.

US & Canada0 contacts
CF

Family Office

ClearPlan Financial

Orchard Park, United States

Institutional investor. based in Orchard Park United States. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Fixed IncomeHedge FundsReal Estate
0 contacts