CLEARWELL ADVISORS, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 306186). Regulatory assets under management: $413.5M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Douglas James Free | MEMBER | Tampa, FL |
| Ryan Drew Cortner | MEMBER | Tampa, FL |
| Daniel Capozzo | CHIEF COMPLIANCE OFFICER | — |
| CAPOZZO DANIEL | CHIEF COMPLIANCE OFFICER | — |
| Cortner Ryan Drew | MEMBER | — |
| FREE DOUGLAS JAMES | MEMBER | — |
Private Equity Fund: 14 · Real Estate Fund: 8 · Other Private Fund: 1
Showing 15 of 23 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CLEARWELL INVESTMENT PARTNERS SERIES C | Private Equity Fund | Delaware | 3 | $43.4M | $1.0M |
| CLEARWELL INVESTMENT PARTNERS A-1, LLC | Other Private Fund | Delaware | 4 | $21.3M | $1.0M |
| FUND 101 | Private Equity Fund | Delaware | 19 | $19.3M | $25K |
| CLEARWELL INVESTMENT PARTNERS SERIES B-1 | Private Equity Fund | Delaware | 4 | $14.1M | $1.0M |
| CLEARWELL INVESTMENT PARTNERS SERIES B | Private Equity Fund | Delaware | 4 | $14.0M | $1.0M |
| CLEARWELL GROUP INVESTORS IV | Private Equity Fund | Delaware | 15 | $12.8M | $20K |
| CLEARWELL INVESTMENT PARTNERS SERIES B-2 | Private Equity Fund | Delaware | 4 | $12.6M | $1.0M |
| CWG CRYSTAL PARTNERS | Real Estate Fund | Florida | 12 | $10.0M | $40K |
| CLEARWELL GROUP INVESTORS | Private Equity Fund | Delaware | 5 | $9.5M | $1.0M |
| CWG - INDUSTRIAL | Private Equity Fund | Delaware | 1 | $8.9M | $1.0M |
| CLEARWELL GROUP INVESTORS II | Private Equity Fund | Delaware | 6 | $8.4M | $1.0M |
| FUND 100 | Private Equity Fund | Delaware | 8 | $6.5M | $25K |
| CLEARWELL GROUP INVESTORS III | Private Equity Fund | Delaware | 7 | $3.7M | $1.0M |
| CWG - SUNLAKE PARTNERS | Real Estate Fund | Delaware | 16 | $3.2M | $15K |
| CWG CARY RETAIL PARTNERS | Real Estate Fund | Delaware | 12 | $3.0M | $25K |