# Clearwell Group: portfolio, investments and team > Clearwell Group is a family office based in United States. 3 investments on record, latest Oct 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/clearwell-group (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Clearwell Group Filed with the SEC to raise a fund in Dec 2024. Last cheque observed Oct 2015. Email Family office Quiet Last fund, Dec 2024 Seed Series A Series B Fintech Finserv Regtech Follow Clearwell Group and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fclearwell-group) Cheques on record **0%** of best year **0** **cheques in 12 months**, 3 on record Since the last cheque **4049** days **00** hrs **00** min **00** sec Median round **$11M** Rounds led **0 of 3** Pitch Clearwell Group ## 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 families From their own website - **Type:** Family office (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Series B - **Sectors:** Fintech Finserv Regtech - **Based in:** Tampa, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **3 appearances** - **2015** 1 round - **Oct** **[CareSync](https://millionrounds.com/company/caresync)** Series B · US **$18M** With 6 others - **2014** 2 rounds - **Oct** **[CareSync](https://millionrounds.com/company/caresync)** Series A · US **$4.3M** With 3 others - **Feb** **[First Aid Shot Therapy](https://millionrounds.com/company/first-aid-shot-therapy)** Series B · US **Undisclosed** With 3 others 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 registration **3 named** DC **Daniel Capozzo** Chief Compliance Officer i Form ADV DJ **Douglas James Free** Executive Officer, Director i Filing they signed RD **Ryan Drew Cortner** Director i Filing 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 **$414M** assets it manages Oct 2026 **Registered** investment adviser full 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 **8** Public /private equity **1** - Clearwell Environmental Partners *Private equity* 24 investors $85M - Clearwell Investment Partners A-1, LLC *Public /private equity* 4 investors $22M - Clearwell Investment Partners Series C *Private equity* 3 investors $18M - Clearwell Investment Partners Series B *Private equity* 4 investors $17M - Clearwell Investment Partners Series B-1 *Private equity* 4 investors $17M - Clearwell Investment Partners Series B-2 *Private equity* 4 investors $8.0M - Clearwell Group Investors II *Private equity* 6 investors $7.4M - Clearwell Group Investors III *Private equity* 7 investors $6.5M - Clearwell Group Investors *Private equity* 5 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 Adsdry Clear-companies Compass-sp Firefly Marketing Flash-rite Gaskinslecraw Ironcontainer Nationalboiler Steadfastalliance Valorenv 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. Latest fund on file **Raised** a fund in Dec 2024 From its SEC filing. Nothing newer is on file yet. ## The cheque Seed Series A Series B Median round joined **$11M** the round, not its cheque Led 0 of 3 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Oct 2015 Rounds by stage said on their site - Series B said *2* - Series A said *1* - Seed said *-* Cheques by year Led Joined 2014 2015 Often in the room with - [CDH Solutions](https://millionrounds.com/fund/cdh-solutions) 2 - [Travis Bond](https://millionrounds.com/fund/travis-bond) 2 - [Tullis Health Investors](https://millionrounds.com/fund/tullis-health-investors) 2 **Pitching Clearwell Group?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Clearwell Group. A count of rooms they were both in, not a relationship either has claimed. [**CDH Solutions** VC firm **2** rounds together](https://millionrounds.com/fund/cdh-solutions)[**Travis Bond** Angel **2** rounds together](https://millionrounds.com/fund/travis-bond)[**Tullis Health Investors** Private equity **2** rounds together](https://millionrounds.com/fund/tullis-health-investors) ## Quick answers about Clearwell Group ### 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. ### How active is Clearwell Group? 3 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2015. ### How big are Clearwell Group's cheques? The median round it joins is $11M. ### Is Clearwell Group investing now? No investments in the last 12 months; the latest was in Oct 2015. ### Who does Clearwell Group invest alongside? Most often CDH Solutions (2 rounds together), Travis Bond (2 rounds together) and Tullis Health Investors (2 rounds together). ### What kind of investor is Clearwell Group? Clearwell Group is a family office based in Tampa, United States. ### How much does Clearwell Group manage? About $414M, as regulatory assets under management (Oct 2026). ### Has Clearwell Group raised a new fund? Its latest fund filing with the SEC was in Dec 2024. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=clearwell-group) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=clearwell-group)