| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Clearwell Investment Partners Series C | Private Equity | $43.4M | $1M |
| Clearwell Investment Partners A-1, LLC | Other Private | $24M | $1M |
| Clearwell Group Investors IV | Private Equity | $19.6M | $20K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Capozzo | Chief Compliance Officer | Under 5% | 2022 |
| Douglas James Free Control | Member | Over 75% | 2019 |
| Ryan Drew Cortner Control | Member | 10-25% | 2019 |
Clearwell Advisors, LLC reports $351.1 million in regulatory assets under management on its Form ADV.
Clearwell Advisors, LLC manages 19 private funds with combined gross assets of $183.1 million.
Clearwell Advisors, LLC reports 8 employees.
Clearwell Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2024.
Clearwell Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 610 W. de Leon St., Tampa, FL 33606-2720 |
| Phone | (813) 435-5600 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $351.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $351.1M |