Clearwell Group is a family office investment advisory business based in Tampa, Florida. We facilitate strong family cultures through investment management, estate planning, philanthropic advisory and family business management. Clearwell Group invests in public securities through active and passive managers and invests into private businesses directly and through private equity funds.
Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States across all stages of development. We invest our partners' capital with the belief that businesses can generate positive impact in addition to investment return. Clearwell Group supports high integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This approach aligns the interests of Clearwell Group with management to achieve the best possible outcome with the right amount of capital over the right period of time. Industries of particular interest include healthcare, proven technology, food and beverage, consumer products, financial services, and software.