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| Clearwell Advisors LLC
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|---|---|
| CRD # | 306186 |
| SEC # | 801-130085 |
| CIK # | |
| AUM | 413.5 M (2026-04-01) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 813-435-5600 |
| Address | 610 W de Leon St Tampa, FL 33606-2720 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Clearwell Investment Partners Series B-3 | 2026-04-01 | 0.4 M | |
| RE | CWG Cary Retail Partners | 2026-04-01 | 3.0 M | |
| RE | CWG Crystal Partners | [2026-04-01] | 10.0 M | |
| Filed 2025-09-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Fund 101 | [2026-04-01] | 19.3 M | 19.3 M |
| Offered $19,265,000 · Filed 2025-12-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Clearwell Development Partners I | 2025-03-31 | 1.2 M | |
| RE | Clearwell Development Partners II | 2025-03-31 | 0.4 M | |
| PE | Clearwell Group Investors IV | 2025-03-31 | 12.8 M | |
| PE | Clearwell Group Investors V | 2025-03-31 | 1.0 M | |
| RE | Clearwell Hospitality Access Fund I | 2025-03-31 | 2.1 M | |
| RE | CWG - Coffee Road Partners | 2025-03-31 | 0.2 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.0 |
| (b) Individuals (high net worth individuals) | 29 | 219.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 169.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 23.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 413.5 |
| By Discretionary | ||
| Discretionary | 56 | 413.4 |
| Non-Discretionary | 1 | 0.1 |
| Total | 57 | 413.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.5 | |
| Total | 57 | 413.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ryan Cortner | Director, Executive Officer | 7 | 2 | |
| Douglas Free | Executive Officer | 3 | 2 | |
| NA Clearwell Fund Management LLC | Executive Officer | 1 | 1 | |
| Tyler Franz | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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