Clearwell Advisors, LLC
● SEC registered since 2024CRD 306186SEC# 801-130085Tampa, FL
Ranks #4,170 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$413.5M
Fund GAV
$197.8M
Private funds
23
Employees
9
Accounts
57
Location
Tampa, FL
Clearwell Advisors, LLC assets under management
Clearwell Advisors, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2024. It reports $413.5 million in regulatory assets under management and employs 9 people. Clearwell Advisors, LLC manages 23 private funds with combined gross assets of $197.8 million, including Clearwell Investment Partners Series C. By regulatory assets, it ranks 4,170 of 6,004 private fund managers.
Clearwell Advisors, LLC private funds
23 funds · $197.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Clearwell Investment Partners Series C | Private Equity | $43.4M | $1M |
| Clearwell Investment Partners A-1, LLC | Other Private | $21.3M | $1M |
| Fund 101 | Private Equity | $19.3M | $25K |
See all 23 funds — unlock the full record.
Join to unlock · $37/moClearwell Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Capozzo | Chief Compliance Officer | Under 5% | 2022 |
| Douglas James Free Control | Member | Over 75% | 2019 |
| Ryan Drew Cortner Control | Member | 10-25% | 2019 |
Frequently asked questions
How much does Clearwell Advisors, LLC manage?
Clearwell Advisors, LLC reports $413.5 million in regulatory assets under management on its Form ADV.
How many private funds does Clearwell Advisors, LLC manage?
Clearwell Advisors, LLC manages 23 private funds with combined gross assets of $197.8 million.
How many employees does Clearwell Advisors, LLC have?
Clearwell Advisors, LLC reports 9 employees.
Where is Clearwell Advisors, LLC located?
Clearwell Advisors, LLC is based in Tampa, FL and has been SEC-registered since 2024.
Does Clearwell Advisors, LLC disclose fund performance?
Clearwell Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 610 W. de Leon St., Tampa, FL 33606-2720 |
| Phone | (813) 435-5600 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$413.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
AUM vs fund managersTop 69%
Larger than 31% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$413.5Mregulatory AUM
Discretionary $413.4MNon-discretionary $127K
Fund type mix
Private Equity14
Real Estate8
Other Private1
Service providers
Custodian