AltMountain

Clearwell Group

Tampa, FL · CRD 306186
Private equity manager

Clearwell Group is an SEC-registered investment adviser based in Tampa, FL that reports managing 23 private funds on Form ADV, including 14 private equity funds. It reports $413.5 million in regulatory assets under management. Its private funds hold $197.8 million in gross assets.

Regulatory assets under management
$413.5 millionForm ADV Item 5.F
Gross assets of private funds
$197.8 millionAll private fund types, Form ADV
Private funds managed
23PE 14 · VC 0 · hedge 0
Employees
9Form ADV Item 5.A
Registration
SEC-registered adviserCRD 306186
Latest Form ADV
04/01/2026Disciplinary disclosures: none reported

Private equity funds filing Form D (1)

Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.

Private funds reported on Form ADV (7)

As reported in the adviser's Form ADV filed Mar 28, 2024. Funds also listed from Form D are shown above.

Fund vehicles: feeder funds and single-deal vehicles (2)

Fund
Gross assets
Minimum
Owners
Adviser
Clearwell Investment Partners Series C
Delaware, United StatesPrivate equity fund
Gross assets$17.5M
Minimum$1.0M
Owners3
AdviserClearwell Advisors, LLC
Clearwell Investment Partners Series B
Delaware, United StatesPrivate equity fund
Gross assets$17.4M
Minimum$1.0M
Owners4
AdviserClearwell Advisors, LLC

Feeder funds invest through a master fund; single-deal vehicles (SPVs, co-investments, series) hold one investment.

From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures