# CLEARWELL ADVISORS, LLC

CLEARWELL ADVISORS, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 306186
- Type: SEC-registered investment adviser
- SEC file number: 801-130085
- Location: 610 W. DE LEON ST., TAMPA, FL, 33606-2720
- Phone: (813) 435-5600
- Latest filing: 2026-04-01
- Regulatory AUM: $413.5M
- Discretionary AUM: $413.4M
- Non-discretionary AUM: $127K
- Clients: 9
- Accounts: 57

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (6)

| 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 funds (23)

Mix: 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 | GAV | 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306186/similar
- Related entities: https://search.stillhousedata.com/firm/306186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306186

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.