United States · 
What does Clearwell Group invest in?
Clearwell Group invests most often at Series B and Series A (100% of the rounds on record), in sectors such as Fintech, Finserv and Regtech.
Clearwell Group highlights
- 01
3 rounds on record
- 02
Mostly Series B and Series A: 100% of its rounds
What they do
As a family office, we take pride in not only playing a role with our client families, but also the many generations of their familiesFrom their own website
- Type
- Family office (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries ASeries B
- Sectors
- FintechFinservRegtech
- Based in
- Tampa, United States
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first3 appearances
- 2015
1 round
- Oct
- 2014
2 rounds
- Oct
- Feb
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
DCDaniel CapozzoChief Compliance OfficeriForm ADV
DJDouglas James FreeExecutive Officer, DirectoriFiling they signed
RDRyan Drew CortnerDirectoriFiling they signed
We also hold 6 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$414Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Clearwell Advisors, LLC
- SEC number
- CRD 306186
Funds on its Form ADV
9 private funds, $185M in gross assets · filed Mar 2024
Private equity 8Public /private equity 1
- Clearwell Environmental PartnersPrivate equity24 investors$85M
- Clearwell Investment Partners A-1, LLCPublic /private equity4 investors$22M
- Clearwell Investment Partners Series CPrivate equity3 investors$18M
- Clearwell Investment Partners Series BPrivate equity4 investors$17M
- Clearwell Investment Partners Series B-1Private equity4 investors$17M
- Clearwell Investment Partners Series B-2Private equity4 investors$8.0M
- Clearwell Group Investors IIPrivate equity6 investors$7.4M
- Clearwell Group Investors IIIPrivate equity7 investors$6.5M
- Clearwell Group InvestorsPrivate equity5 investors$3.8M
What they claim to have backed
From their own portfolio page (on their website)
0 of 10 we have independently watched raise
AdsdryClear-companiesCompass-spFirefly MarketingFlash-riteGaskinslecrawIroncontainerNationalboilerSteadfastallianceValorenv
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.