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| Happy Holidays!! thanks for using AUM13F!! |
| Clearwell Advisors LLC
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| CRD # | 306186 |
| SEC # | 801-130085 |
| CIK # | |
| AUM | $351.1 M (2025-03-31) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 813-435-5600 |
| Address | 610 W de Leon St Tampa, FL 33606-2720 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Clearwell Development Partners I | 2025-03-31 | 4.0 | |
| RE | Clearwell Development Partners II | 2025-03-31 | 5.0 | |
| PE | Clearwell Group Investors IV | 2025-03-31 | 19.6 | |
| PE | Clearwell Group Investors V | 2025-03-31 | 1.0 | |
| RE | Clearwell Hospitality Access Fund I | 2025-03-31 | 1.1 | |
| RE | CWG - Coffee Road Partners | 2025-03-31 | 3.2 | |
| RE | CWG - Dev I | 2025-03-31 | 1.5 | |
| PE | CWG - Industrial | 2025-03-31 | 5.0 | |
| RE | CWG - Sunlake Partners | 2025-03-31 | 3.4 | |
| PE | Fund 100 | 2025-03-31 | 1.1 | |
| PE | Clearwell Environmental Partners | 2024-03-28 | 0.0 | |
| PE | Clearwell Group Investors | 2024-03-28 | 7.4 | |
| PE | Clearwell Group Investors II | 2024-03-28 | 11.7 | |
| PE | Clearwell Group Investors III | 2024-03-28 | 12.0 | |
| Other | Clearwell Investment Partners A-1 LLC | 2024-03-28 | 24.0 | |
| PE | Clearwell Investment Partners Series B | 2024-03-28 | 15.5 | |
| PE | Clearwell Investment Partners Series B-1 | 2024-03-28 | 14.2 | |
| PE | Clearwell Investment Partners Series B-2 | 2024-03-28 | 10.1 | |
| PE | Clearwell Investment Partners Series C | 2024-03-28 | 43.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 36 | 190.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 140.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 20.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 55 | 351.1 |
| By Discretionary | ||
| Discretionary | 55 | 351.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 55 | 351.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.1 | |
| Total | 55 | 351.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Castellan Group LLC
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KY | 0.5 |
|
Eight 31 Financial LLC
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TX | 0.5 |
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Iron Financial LLC
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IL | 0.5 |
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Mainsail Asset Management LLC
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AL | 0.4 |
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Las Olas Capital Advisors LLC
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FL | 0.4 |
|
Valiant Wealth LLC
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IA | 0.4 |
|
Ridgeview Asset Management Partners LLC
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CT | 0.3 |
|
ACP Capital Management LLC
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|
FL | 0.2 |
|
SWBC Investment Company
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|
TX | 0.2 |
|
Mainline Investment Advisers LLC
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|
PA | 0.2 |